+46.0%
CART vs RPRX
+79.5%
-33.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.6% |
| 7D | +1.3% | +3.3% | -2.0% | +1.1% |
| 30D | +19.2% | +17.9% | +1.3% | +18.2% |
| 3M | +17.6% | +19.2% | -1.7% | +17.7% |
| 6M | +47.4% | +31.7% | +15.6% | +47.0% |
| YTD | +30.9% | +82.5% | -51.6% | +26.9% |
| 1Y | +46.0% | +78.4% | -32.5% | +41.5% |
| All | +46.0% | +79.5% | -33.5% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling