-17.4%
BAX vs RPRX
+178.9%
-196.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -0.6% | +3.6% | -4.2% | -1.6% |
| 30D | +6.3% | +21.2% | -14.9% | +0.3% |
| 3M | -4.6% | +21.6% | -26.2% | -10.1% |
| 6M | +50.4% | +36.7% | +13.7% | +36.3% |
| YTD | +38.0% | +83.7% | -45.7% | +14.3% |
| 1Y | +44.6% | +83.2% | -38.6% | +19.9% |
| All | -17.4% | +178.9% | -196.3% | -38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling