+211.7%
C vs RPRX
+57.8%
+153.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | +0.3% |
| 7D | +3.2% | -2.8% | +5.9% | +3.7% |
| 30D | +1.3% | +7.2% | -5.9% | -0.2% |
| 3M | +3.1% | +10.9% | -7.8% | +0.8% |
| 6M | +29.6% | +34.6% | -4.9% | +21.6% |
| YTD | +19.0% | +59.0% | -40.0% | +7.8% |
| 1Y | +45.6% | +72.5% | -26.9% | +29.6% |
| 3Y | +269.3% | +124.1% | +145.2% | +209.4% |
| 5Y | +131.6% | +75.9% | +55.6% | +105.5% |
| All | +211.7% | +57.8% | +153.8% | +179.8% |
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