-15.5%
AVTR vs RPRX
+66.6%
-82.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.5% |
| 7D | +2.7% | +5.1% | -2.4% | +1.5% |
| 30D | +12.1% | +11.2% | +0.9% | +9.3% |
| 3M | +57.2% | +16.7% | +40.5% | +51.4% |
| 6M | +73.1% | +36.0% | +37.1% | +60.6% |
| YTD | +30.6% | +67.8% | -37.2% | +15.3% |
| 1Y | +13.5% | +76.7% | -63.2% | -1.3% |
| 3Y | -31.0% | +128.1% | -159.1% | -44.1% |
| 5Y | -63.2% | +82.9% | -146.1% | -68.5% |
| All | -15.5% | +66.6% | -82.1% | -27.8% |
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