+27.7%
AVAV vs RPRX
+86.5%
-58.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -2.9% |
| 7D | +4.2% | +3.3% | +0.9% | +3.5% |
| 30D | -2.6% | +17.9% | -20.5% | -5.9% |
| 3M | -38.0% | +19.2% | -57.2% | -40.4% |
| 6M | -27.0% | +31.7% | -58.7% | -31.5% |
| YTD | -51.4% | +82.5% | -133.9% | -58.2% |
| 1Y | -60.2% | +78.4% | -138.7% | -65.6% |
| 3Y | -6.7% | +177.0% | -183.6% | -33.9% |
| All | +27.7% | +86.5% | -58.8% | +10.3% |
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 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