+580.6%
APH vs RPRX
+82.4%
+498.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | +0.4% | +3.6% | -3.2% | -0.2% |
| 30D | -8.0% | +21.2% | -29.1% | -10.8% |
| 3M | -5.0% | +21.6% | -26.6% | -8.0% |
| 6M | +29.9% | +36.7% | -6.8% | +22.9% |
| YTD | +18.0% | +83.7% | -65.7% | +5.5% |
| 1Y | +11.3% | +83.2% | -71.9% | -0.4% |
| 3Y | +274.9% | +177.7% | +97.3% | +205.1% |
| 5Y | +300.6% | +95.8% | +204.8% | +255.4% |
| All | +580.6% | +82.4% | +498.2% | +500.0% |
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