+57.3%
BEN vs RPRX
+85.8%
-28.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +2.9% | +4.3% |
| 7D | +6.7% | +4.2% | +2.5% | +5.7% |
| 30D | +3.0% | +19.2% | -16.2% | -1.3% |
| 3M | -4.3% | +18.0% | -22.4% | -8.4% |
| 6M | +16.4% | +35.7% | -19.4% | +4.8% |
| YTD | +46.8% | +77.2% | -30.5% | +17.6% |
| 1Y | +57.3% | +82.0% | -24.7% | +24.4% |
| All | +57.3% | +85.8% | -28.5% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling