-12.3%
AVTR vs RPRX
+81.2%
-93.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | +0.5% | +3.3% | -2.9% | -0.3% |
| 30D | -1.0% | +17.9% | -18.9% | -4.7% |
| 3M | +12.2% | +19.2% | -7.0% | +7.5% |
| 6M | +97.5% | +31.7% | +65.7% | +84.6% |
| YTD | +35.6% | +82.5% | -46.9% | +17.2% |
| 1Y | +32.8% | +78.4% | -45.6% | +15.4% |
| 3Y | -16.5% | +177.0% | -193.4% | -35.5% |
| 5Y | -59.1% | +86.5% | -145.6% | -65.4% |
| All | -12.3% | +81.2% | -93.5% | -26.6% |
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