+1,221.3%
AVGO vs RPRX
+66.6%
+1,154.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | +5.1% | -8.1% | -3.7% |
| 30D | -14.4% | +11.2% | -25.6% | -15.8% |
| 3M | -14.4% | +16.7% | -31.1% | -16.6% |
| 6M | +13.1% | +36.0% | -22.9% | +7.3% |
| YTD | +3.8% | +67.8% | -64.0% | -5.1% |
| 1Y | +17.8% | +76.7% | -58.9% | +6.5% |
| 3Y | +325.3% | +128.1% | +197.1% | +264.0% |
| 5Y | +689.9% | +82.9% | +607.1% | +620.5% |
| All | +1,221.3% | +66.6% | +1,154.7% | +1,114.8% |
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 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