+77.5%
AR vs RPRX
+89.8%
-12.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -14.3% | +0.2% | -14.4% | -14.3% |
| 30D | +1.4% | +18.6% | -17.1% | -3.8% |
| 3M | +3.4% | +18.0% | -14.6% | -2.0% |
| 6M | -2.1% | +33.8% | -35.9% | -11.3% |
| YTD | +4.7% | +76.6% | -71.9% | -14.5% |
| 1Y | +10.6% | +68.2% | -57.7% | -8.2% |
| 3Y | +24.6% | +161.5% | -137.0% | -16.0% |
| All | +77.5% | +89.8% | -12.3% | +45.6% |
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