+56.6%
CART vs RPRX
+82.8%
-26.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | +0.3% | +4.6% | -4.3% | 0.0% |
| 30D | +22.4% | +22.0% | +0.4% | +21.0% |
| 3M | +15.6% | +20.3% | -4.6% | +15.6% |
| 6M | +44.9% | +37.9% | +7.0% | +43.6% |
| YTD | +30.0% | +82.2% | -52.2% | +23.1% |
| 1Y | +56.6% | +83.7% | -27.1% | +48.2% |
| All | +56.6% | +82.8% | -26.2% | +48.2% |
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