+74.6%
AVAV vs RPRX
+82.4%
-7.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | +9.9% | +3.6% | +6.2% | +9.0% |
| 30D | -5.4% | +21.2% | -26.6% | -9.6% |
| 3M | -36.5% | +21.6% | -58.2% | -39.6% |
| 6M | -25.3% | +36.7% | -62.0% | -31.0% |
| YTD | -48.6% | +83.7% | -132.2% | -56.2% |
| 1Y | -62.1% | +83.2% | -145.3% | -67.7% |
| 3Y | +2.3% | +177.7% | -175.4% | -25.6% |
| 5Y | +35.4% | +95.8% | -60.4% | +13.5% |
| All | +74.6% | +82.4% | -7.8% | +51.3% |
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