+44.6%
AU vs RPRX
+85.8%
-41.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.7% | +6.2% | +7.2% |
| 7D | +0.8% | +4.2% | -3.5% | -1.1% |
| 30D | -7.0% | +19.2% | -26.2% | -14.7% |
| 3M | +8.5% | +18.0% | -9.5% | +0.3% |
| 6M | -1.3% | +35.7% | -37.0% | -17.1% |
| YTD | +6.8% | +77.2% | -70.5% | -21.6% |
| 1Y | +44.6% | +82.0% | -37.4% | +4.9% |
| All | +44.6% | +85.8% | -41.2% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling