+116.6%
B vs RPRX
+66.6%
+50.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -1.6% | +5.1% | -6.7% | -2.4% |
| 30D | +9.4% | +11.2% | -1.8% | +7.6% |
| 3M | +5.0% | +16.7% | -11.7% | +2.3% |
| 6M | -3.5% | +36.0% | -39.5% | -8.4% |
| YTD | +4.5% | +67.8% | -63.3% | -3.9% |
| 1Y | +67.8% | +76.7% | -8.9% | +52.9% |
| 3Y | +196.7% | +128.1% | +68.6% | +158.1% |
| 5Y | +151.9% | +82.9% | +69.1% | +126.3% |
| All | +116.6% | +66.6% | +50.0% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling