+104.6%
B vs RPRX
+79.2%
+25.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.9% |
| 7D | +11.3% | +3.4% | +7.9% | +10.8% |
| 30D | +2.9% | +20.8% | -17.9% | -0.2% |
| 3M | -2.9% | +21.6% | -24.5% | -5.9% |
| 6M | -1.2% | +36.5% | -37.7% | -6.2% |
| YTD | -1.3% | +80.4% | -81.8% | -10.4% |
| 1Y | +30.4% | +81.8% | -51.4% | +18.4% |
| 3Y | +195.3% | +170.9% | +24.4% | +150.5% |
| 5Y | +146.2% | +95.2% | +51.0% | +118.5% |
| All | +104.6% | +79.2% | +25.5% | +80.7% |
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