+34.0%
BN vs RPRX
+86.5%
-52.5%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.9% |
| 7D | -1.0% | +3.3% | -4.3% | -2.2% |
| 30D | +14.0% | +17.9% | -3.9% | +7.3% |
| 3M | -9.0% | +19.2% | -28.3% | -14.9% |
| 6M | -8.8% | +31.7% | -40.5% | -18.3% |
| YTD | -10.3% | +82.5% | -92.7% | -29.6% |
| 1Y | -5.8% | +78.4% | -84.3% | -25.5% |
| 3Y | +94.8% | +177.0% | -82.2% | +23.4% |
| All | +34.0% | +86.5% | -52.5% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling