+20.4%
AWK vs RPRX
+52.7%
-32.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.1% | -8.4% | +6.2% | -0.8% |
| 30D | +2.1% | -0.6% | +2.7% | +2.1% |
| 3M | +11.4% | +6.4% | +4.9% | +10.1% |
| 6M | +3.9% | +26.6% | -22.7% | -0.1% |
| YTD | +7.7% | +53.8% | -46.1% | +0.2% |
| 1Y | +1.3% | +62.8% | -61.5% | -6.7% |
| 3Y | +7.2% | +118.0% | -110.9% | -6.7% |
| 5Y | -17.0% | +71.2% | -88.2% | -24.9% |
| All | +20.4% | +52.7% | -32.3% | +9.3% |
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 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