+298.1%
APP vs RPRX
+86.5%
+211.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.6% |
| 7D | +4.6% | +3.3% | +1.2% | +3.4% |
| 30D | +56.0% | +17.9% | +38.1% | +46.7% |
| 3M | +30.8% | +19.2% | +11.6% | +22.2% |
| 6M | -9.8% | +31.7% | -41.5% | -19.6% |
| YTD | -39.3% | +82.5% | -121.7% | -54.2% |
| 1Y | -26.4% | +78.4% | -104.9% | -43.9% |
| 3Y | +887.9% | +177.0% | +711.0% | +437.0% |
| All | +298.1% | +86.5% | +211.6% | +247.6% |
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