+285.2%
APH vs RPRX
+86.5%
+198.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -1.9% |
| 7D | +4.9% | +3.3% | +1.5% | +4.4% |
| 30D | -5.4% | +17.9% | -23.3% | -7.8% |
| 3M | -5.5% | +19.2% | -24.7% | -8.1% |
| 6M | +25.9% | +31.7% | -5.8% | +19.9% |
| YTD | +16.4% | +82.5% | -66.1% | +3.4% |
| 1Y | +16.5% | +78.4% | -62.0% | +4.0% |
| 3Y | +270.9% | +177.0% | +93.9% | +193.1% |
| All | +285.2% | +86.5% | +198.7% | +260.8% |
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