+256.9%
BNY vs RPRX
+70.9%
+186.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -1.3% | -8.4% | +7.0% | +0.8% |
| 30D | -0.2% | -0.6% | +0.5% | -0.1% |
| 3M | +14.9% | +6.4% | +8.5% | +12.8% |
| 6M | +40.0% | +26.6% | +13.4% | +31.2% |
| YTD | +42.0% | +53.8% | -11.8% | +26.3% |
| 1Y | +56.9% | +62.8% | -5.9% | +36.8% |
| 3Y | +289.9% | +118.0% | +171.8% | +208.3% |
| All | +256.9% | +70.9% | +186.0% | +214.0% |
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 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