+131.9%
AS vs RPRX
+163.6%
-31.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.6% |
| 7D | -3.0% | +3.6% | -6.7% | -3.7% |
| 30D | +9.6% | +21.2% | -11.6% | +5.4% |
| 3M | -8.2% | +21.6% | -29.8% | -11.8% |
| 6M | -9.9% | +36.7% | -46.6% | -16.1% |
| YTD | -16.8% | +83.7% | -100.5% | -27.7% |
| 1Y | +3.0% | +83.2% | -80.2% | -10.5% |
| All | +131.9% | +163.6% | -31.7% | +82.2% |
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