+583.3%
APH vs RPRX
+79.7%
+503.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | +11.1% | +2.1% | +9.1% | +10.8% |
| 30D | -7.3% | +21.9% | -29.2% | -10.3% |
| 3M | -6.2% | +16.9% | -23.1% | -8.5% |
| 6M | +24.9% | +34.5% | -9.6% | +18.5% |
| YTD | +18.4% | +80.9% | -62.5% | +6.1% |
| 1Y | +13.0% | +77.6% | -64.6% | +1.6% |
| 3Y | +276.4% | +173.5% | +102.9% | +207.0% |
| 5Y | +296.4% | +84.9% | +211.5% | +254.9% |
| All | +583.3% | +79.7% | +503.6% | +503.7% |
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 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