+285.9%
APA vs RPRX
+79.7%
+206.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.3% |
| 7D | +9.6% | +2.1% | +7.5% | +9.1% |
| 30D | -0.2% | +21.9% | -22.1% | -4.6% |
| 3M | +19.8% | +16.9% | +2.9% | +15.4% |
| 6M | +30.1% | +34.5% | -4.5% | +20.9% |
| YTD | +100.4% | +80.9% | +19.5% | +71.9% |
| 1Y | +105.2% | +77.6% | +27.6% | +76.9% |
| 3Y | +44.6% | +173.5% | -128.9% | +8.8% |
| 5Y | +88.8% | +84.9% | +3.9% | +58.7% |
| All | +285.9% | +79.7% | +206.2% | +212.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling