+1,232.2%
AVGO vs RPRX
+53.1%
+1,179.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.1% | -0.5% |
| 7D | +1.0% | -8.0% | +9.1% | +2.2% |
| 30D | -13.3% | +2.1% | -15.3% | -13.7% |
| 3M | -2.9% | +8.2% | -11.1% | -4.4% |
| 6M | +5.7% | +28.9% | -23.2% | +0.9% |
| YTD | +4.6% | +54.1% | -49.5% | -3.2% |
| 1Y | -1.6% | +65.5% | -67.2% | -10.3% |
| 3Y | +336.2% | +117.3% | +218.9% | +273.8% |
| 5Y | +695.6% | +71.6% | +624.0% | +630.8% |
| All | +1,232.2% | +53.1% | +1,179.1% | +1,138.8% |
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