-12.3%
BA vs RPRX
+75.3%
-87.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | -7.9% | +18.6% | -26.5% | -11.9% |
| 3M | -25.3% | +18.0% | -43.3% | -28.6% |
| 6M | -24.6% | +33.8% | -58.4% | -30.4% |
| YTD | -20.1% | +76.6% | -96.7% | -31.5% |
| 1Y | -11.8% | +68.2% | -80.0% | -23.5% |
| 3Y | -10.1% | +161.5% | -171.7% | -32.0% |
| 5Y | -22.7% | +91.4% | -114.1% | -35.5% |
| All | -12.3% | +75.3% | -87.7% | -26.7% |
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