-65.3%
BAX vs RPRX
+82.4%
-147.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -0.6% | +3.6% | -4.2% | -1.3% |
| 30D | +6.3% | +21.2% | -14.9% | +2.1% |
| 3M | -4.6% | +21.6% | -26.2% | -8.4% |
| 6M | +50.4% | +36.7% | +13.7% | +40.8% |
| YTD | +38.0% | +83.7% | -45.7% | +21.9% |
| 1Y | +44.6% | +83.2% | -38.6% | +27.8% |
| 3Y | -15.1% | +177.7% | -192.8% | -30.5% |
| 5Y | -63.3% | +95.8% | -159.1% | -68.3% |
| All | -65.3% | +82.4% | -147.6% | -69.9% |
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