+152.4%
AZO vs RPRX
+52.7%
+99.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -3.6% | -8.4% | +4.8% | -2.6% |
| 30D | -5.6% | -0.6% | -4.9% | -5.5% |
| 3M | -6.6% | +6.4% | -13.1% | -7.4% |
| 6M | -22.5% | +26.6% | -49.1% | -24.6% |
| YTD | -15.2% | +53.8% | -68.9% | -19.1% |
| 1Y | -33.9% | +62.8% | -96.7% | -37.4% |
| 3Y | +11.8% | +118.0% | -106.2% | +2.6% |
| 5Y | +85.5% | +71.2% | +14.3% | +75.4% |
| All | +152.4% | +52.7% | +99.7% | +138.5% |
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