-67.8%
BAX vs RPRX
+57.8%
-125.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -5.1% | -4.0% | -1.1% | -4.3% |
| 30D | -12.2% | +4.9% | -17.1% | -13.1% |
| 3M | +21.8% | +9.4% | +12.5% | +19.5% |
| 6M | +36.3% | +33.3% | +3.0% | +28.4% |
| YTD | +27.8% | +59.0% | -31.2% | +16.3% |
| 1Y | -0.1% | +69.2% | -69.3% | -10.2% |
| 3Y | -33.3% | +124.1% | -157.4% | -43.2% |
| 5Y | -67.1% | +77.9% | -144.9% | -70.9% |
| All | -67.8% | +57.8% | -125.7% | -71.3% |
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