-11.7%
BA vs RPRX
+82.4%
-94.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -1.4% | +3.6% | -5.0% | -2.3% |
| 30D | -7.9% | +21.2% | -29.1% | -12.3% |
| 3M | -25.2% | +21.6% | -46.8% | -29.0% |
| 6M | -26.7% | +36.7% | -63.4% | -32.7% |
| YTD | -19.6% | +83.7% | -103.3% | -31.8% |
| 1Y | -10.6% | +83.2% | -93.8% | -24.1% |
| 3Y | -11.2% | +177.7% | -188.9% | -34.0% |
| 5Y | -20.4% | +95.8% | -116.2% | -34.0% |
| All | -11.7% | +82.4% | -94.1% | -26.9% |
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