+44.3%
APD vs RPRX
+57.8%
-13.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.6% | -4.0% | -0.6% | -3.7% |
| 30D | -4.2% | +4.9% | -9.1% | -5.3% |
| 3M | +5.0% | +9.4% | -4.4% | +2.6% |
| 6M | +8.9% | +33.3% | -24.4% | +1.3% |
| YTD | +21.9% | +59.0% | -37.1% | +8.6% |
| 1Y | +5.6% | +69.2% | -63.7% | -7.5% |
| 3Y | +6.9% | +124.1% | -117.2% | -13.1% |
| 5Y | +25.3% | +77.9% | -52.5% | +7.3% |
| All | +44.3% | +57.8% | -13.5% | +24.8% |
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