+157.5%
B vs RPRX
+83.9%
+73.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -1.6% | +5.1% | -6.7% | -2.7% |
| 30D | +9.4% | +11.2% | -1.8% | +7.0% |
| 3M | +5.0% | +16.7% | -11.7% | +1.4% |
| 6M | -3.5% | +36.0% | -39.5% | -9.9% |
| YTD | +4.5% | +67.8% | -63.3% | -6.7% |
| 1Y | +67.8% | +76.7% | -8.9% | +48.1% |
| 3Y | +196.7% | +128.1% | +68.6% | +145.4% |
| All | +157.5% | +83.9% | +73.6% | +127.3% |
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 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