+874.9%
AR vs RPRX
+80.9%
+793.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.2% | +1.1% | +3.5% |
| 7D | -5.8% | +4.6% | -10.4% | -6.8% |
| 30D | +4.8% | +22.0% | -17.2% | 0.0% |
| 3M | +1.5% | +20.3% | -18.8% | -3.0% |
| 6M | +4.7% | +37.9% | -33.2% | -3.4% |
| YTD | +9.2% | +82.2% | -73.0% | -6.6% |
| 1Y | +11.2% | +83.7% | -72.5% | -5.1% |
| 3Y | +46.2% | +175.4% | -129.2% | +9.9% |
| 5Y | +98.1% | +87.7% | +10.3% | +66.0% |
| All | +874.9% | +80.9% | +793.9% | +703.8% |
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