+10.0%
APD vs RPRX
+91.5%
-81.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -3.7% | +0.2% | -3.8% | -3.7% |
| 30D | +9.6% | +18.6% | -9.0% | +4.5% |
| 3M | +1.6% | +18.0% | -16.4% | -3.2% |
| 6M | +2.2% | +33.8% | -31.6% | -6.6% |
| YTD | +25.9% | +76.6% | -50.7% | +5.2% |
| 1Y | +20.1% | +68.2% | -48.1% | +1.9% |
| 3Y | +12.4% | +161.5% | -149.1% | -18.3% |
| All | +10.0% | +91.5% | -81.5% | -9.8% |
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 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