+355.9%
APH vs RPRX
+83.4%
+272.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +5.0% | +5.1% | -0.2% | +4.1% |
| 30D | -3.9% | +11.2% | -15.1% | -5.6% |
| 3M | +13.0% | +16.7% | -3.7% | +9.8% |
| 6M | +25.2% | +36.0% | -10.8% | +17.8% |
| YTD | +22.9% | +67.8% | -44.9% | +10.8% |
| 1Y | +47.8% | +76.7% | -28.9% | +31.5% |
| 3Y | +283.0% | +128.1% | +154.9% | +220.7% |
| All | +355.9% | +83.4% | +272.5% | +316.7% |
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 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