-37.0%
APTV vs RPRX
+66.6%
-103.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +2.9% | +3.0% |
| 7D | +4.8% | +5.1% | -0.3% | +3.2% |
| 30D | +2.0% | +11.2% | -9.2% | -1.3% |
| 3M | -34.2% | +16.7% | -51.0% | -37.5% |
| 6M | -34.7% | +36.0% | -70.7% | -41.0% |
| YTD | -37.0% | +67.8% | -104.8% | -46.9% |
| 1Y | -40.4% | +76.7% | -117.1% | -50.7% |
| 3Y | -54.1% | +128.1% | -182.2% | -65.6% |
| 5Y | -68.0% | +82.9% | -150.9% | -73.9% |
| All | -37.0% | +66.6% | -103.7% | -48.3% |
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