+528.8%
APP vs RPRX
+83.4%
+445.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.2% | +2.6% | +4.0% |
| 7D | +79.2% | +3.4% | +75.8% | +77.2% |
| 30D | +48.0% | +20.8% | +27.2% | +38.0% |
| 3M | +18.2% | +21.6% | -3.4% | +9.7% |
| 6M | -12.5% | +36.5% | -49.0% | -22.9% |
| YTD | -39.2% | +80.4% | -119.6% | -53.2% |
| 1Y | -33.9% | +81.8% | -115.7% | -49.3% |
| 3Y | +933.3% | +170.9% | +762.4% | +507.4% |
| 5Y | +295.9% | +95.2% | +200.7% | +218.6% |
| All | +528.8% | +83.4% | +445.4% | +403.9% |
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 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