+117.0%
AXP vs RPRX
+83.4%
+33.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.1% | +5.1% | -7.2% | -3.6% |
| 30D | -6.5% | +11.2% | -17.7% | -9.5% |
| 3M | +4.6% | +16.7% | -12.1% | -0.4% |
| 6M | +5.4% | +36.0% | -30.6% | -4.6% |
| YTD | -11.1% | +67.8% | -78.9% | -25.1% |
| 1Y | -0.3% | +76.7% | -77.0% | -17.7% |
| 3Y | +111.6% | +128.1% | -16.5% | +58.9% |
| All | +117.0% | +83.4% | +33.6% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling