+117.0%
BTI vs RPRX
+72.5%
+44.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.4% |
| 7D | -2.0% | -8.0% | +6.0% | -0.8% |
| 30D | -3.4% | +2.1% | -5.5% | -3.9% |
| 3M | -9.0% | +8.2% | -17.2% | -10.2% |
| 6M | -5.0% | +28.9% | -33.9% | -8.7% |
| YTD | -0.3% | +54.1% | -54.5% | -6.6% |
| 1Y | +3.1% | +65.5% | -62.4% | -4.5% |
| 3Y | +111.0% | +117.3% | -6.3% | +85.8% |
| 5Y | +117.0% | +71.6% | +45.4% | +101.6% |
| All | +117.0% | +72.5% | +44.6% | +101.6% |
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