-70.1%
APTV vs RPRX
+77.0%
-147.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -1.2% | -4.0% | +2.8% | +0.5% |
| 30D | -10.6% | +4.9% | -15.6% | -12.3% |
| 3M | -35.0% | +9.4% | -44.4% | -37.4% |
| 6M | -38.9% | +33.3% | -72.2% | -45.9% |
| YTD | -41.5% | +59.0% | -100.5% | -52.0% |
| 1Y | -45.8% | +69.2% | -115.0% | -56.8% |
| 3Y | -55.7% | +124.1% | -179.8% | -69.6% |
| 5Y | -70.1% | +77.9% | -148.0% | -75.5% |
| All | -70.1% | +77.0% | -147.1% | -75.5% |
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