-12.8%
BA vs RPRX
+79.2%
-92.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.1% |
| 7D | -1.7% | +3.4% | -5.1% | -2.5% |
| 30D | -9.5% | +20.8% | -30.2% | -13.8% |
| 3M | -26.5% | +21.6% | -48.1% | -30.2% |
| 6M | -27.4% | +36.5% | -63.9% | -33.3% |
| YTD | -20.6% | +80.4% | -101.0% | -32.3% |
| 1Y | -11.4% | +81.8% | -93.2% | -24.7% |
| 3Y | -10.8% | +170.9% | -181.7% | -33.2% |
| 5Y | -21.9% | +95.2% | -117.1% | -35.1% |
| All | -12.8% | +79.2% | -92.0% | -27.5% |
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