+435.4%
AU vs RPRX
+57.8%
+377.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.6% | -4.0% | +4.6% | +1.5% |
| 30D | +12.3% | +4.9% | +7.4% | +11.3% |
| 3M | +29.4% | +9.4% | +20.0% | +27.1% |
| 6M | +3.2% | +33.3% | -30.1% | -2.4% |
| YTD | +31.8% | +59.0% | -27.2% | +20.9% |
| 1Y | +83.4% | +69.2% | +14.2% | +66.2% |
| 3Y | +623.1% | +124.1% | +499.0% | +519.2% |
| 5Y | +700.5% | +77.9% | +622.7% | +615.4% |
| All | +435.4% | +57.8% | +377.5% | +370.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling