-0.3%
AXP vs RPRX
+77.4%
-77.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.1% | +5.1% | -7.2% | -2.7% |
| 30D | -6.5% | +11.2% | -17.7% | -7.8% |
| 3M | +4.6% | +16.7% | -12.1% | +2.4% |
| 6M | +5.4% | +36.0% | -30.6% | -0.1% |
| YTD | -11.1% | +67.8% | -78.9% | -19.8% |
| 1Y | -0.3% | +76.7% | -77.0% | -12.2% |
| All | -0.3% | +77.4% | -77.7% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling