+415.1%
AU vs RPRX
+52.7%
+362.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.3% | -8.4% | +4.1% | -2.6% |
| 30D | +7.3% | -0.6% | +7.9% | +7.5% |
| 3M | +26.3% | +6.4% | +19.9% | +24.8% |
| 6M | +1.8% | +26.6% | -24.8% | -2.8% |
| YTD | +26.8% | +53.8% | -27.0% | +17.1% |
| 1Y | +66.7% | +62.8% | +3.9% | +52.3% |
| 3Y | +579.1% | +118.0% | +461.0% | +485.0% |
| 5Y | +689.3% | +71.2% | +618.1% | +610.7% |
| All | +415.1% | +52.7% | +362.4% | +356.0% |
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