+245.1%
APH vs RPRX
+66.6%
+178.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.2% | -51.9% | -48.3% |
| 7D | -48.7% | +3.3% | -52.0% | -49.1% |
| 30D | -51.9% | +11.2% | -63.1% | -52.9% |
| 3M | -43.6% | +16.7% | -60.3% | -45.3% |
| 6M | -37.5% | +36.0% | -73.5% | -41.2% |
| YTD | -38.6% | +67.8% | -106.4% | -44.5% |
| 1Y | -26.3% | +76.7% | -103.0% | -34.1% |
| 3Y | +89.2% | +128.1% | -38.9% | +59.8% |
| 5Y | +119.8% | +82.9% | +36.9% | +96.2% |
| All | +245.1% | +66.6% | +178.5% | +207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling