+179.5%
C vs RPRX
+79.2%
+100.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +2.0% |
| 7D | -0.9% | +3.4% | -4.3% | -1.6% |
| 30D | -5.4% | +20.8% | -26.2% | -8.9% |
| 3M | -9.2% | +21.6% | -30.8% | -12.7% |
| 6M | -1.8% | +36.5% | -38.4% | -8.1% |
| YTD | +6.7% | +80.4% | -73.7% | -5.7% |
| 1Y | +23.5% | +81.8% | -58.3% | +8.9% |
| 3Y | +219.8% | +170.9% | +48.9% | +157.7% |
| 5Y | +112.4% | +95.2% | +17.2% | +84.3% |
| All | +179.5% | +79.2% | +100.4% | +144.5% |
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