+6.6%
BA vs RPRX
+57.8%
-51.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | +0.6% |
| 7D | +2.5% | -2.8% | +5.2% | +3.2% |
| 30D | -10.1% | +7.2% | -17.3% | -11.8% |
| 3M | -2.4% | +10.9% | -13.3% | -5.3% |
| 6M | -8.8% | +34.6% | -43.4% | -16.0% |
| YTD | -2.9% | +59.0% | -61.9% | -14.4% |
| 1Y | -8.8% | +72.5% | -81.3% | -21.6% |
| 3Y | -0.3% | +124.1% | -124.3% | -21.3% |
| 5Y | -0.3% | +75.9% | -76.2% | -14.9% |
| All | +6.6% | +57.8% | -51.3% | -8.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling