-40.0%
APTV vs RPRX
+53.1%
-93.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.0% | +5.7% | +3.6% |
| 7D | -1.8% | -8.0% | +6.2% | +0.8% |
| 30D | -7.9% | +2.1% | -10.0% | -8.5% |
| 3M | -29.9% | +8.2% | -38.1% | -31.9% |
| 6M | -36.6% | +28.9% | -65.5% | -41.8% |
| YTD | -40.0% | +54.1% | -94.1% | -48.0% |
| 1Y | -44.0% | +65.5% | -109.5% | -52.8% |
| 3Y | -54.5% | +117.3% | -171.8% | -65.5% |
| 5Y | -68.8% | +71.6% | -140.4% | -74.0% |
| All | -40.0% | +53.1% | -93.1% | -49.4% |
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