+44.9%
AMZN vs RPRX
+77.0%
-32.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.0% | -4.0% | +3.0% | 0.0% |
| 30D | -9.2% | +4.9% | -14.2% | -10.5% |
| 3M | +3.4% | +9.4% | -6.0% | +0.5% |
| 6M | +18.2% | +33.3% | -15.1% | +8.5% |
| YTD | +9.3% | +59.0% | -49.6% | -4.8% |
| 1Y | +5.9% | +69.2% | -63.3% | -9.8% |
| 3Y | +82.6% | +124.1% | -41.5% | +39.6% |
| 5Y | +44.9% | +77.9% | -33.0% | +30.5% |
| All | +44.9% | +77.0% | -32.1% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling