+117.7%
BN vs RPRX
+53.1%
+64.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.4% |
| 7D | -5.9% | -8.0% | +2.2% | -3.7% |
| 30D | -15.1% | +2.1% | -17.1% | -15.6% |
| 3M | -14.6% | +8.2% | -22.8% | -16.7% |
| 6M | -8.4% | +28.9% | -37.3% | -15.1% |
| YTD | -16.8% | +54.1% | -70.9% | -26.7% |
| 1Y | -14.4% | +65.5% | -79.9% | -26.4% |
| 3Y | +70.1% | +117.3% | -47.2% | +33.9% |
| 5Y | +33.5% | +71.6% | -38.1% | +13.5% |
| All | +117.7% | +53.1% | +64.6% | +85.7% |
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 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