+74.7%
CART vs RPRX
+170.9%
-96.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | -0.6% | +3.6% | -4.2% | -0.8% |
| 30D | +23.1% | +21.2% | +1.9% | +21.5% |
| 3M | +19.2% | +21.6% | -2.4% | +17.9% |
| 6M | +45.7% | +36.7% | +9.0% | +42.9% |
| YTD | +30.9% | +83.7% | -52.8% | +25.7% |
| 1Y | +50.2% | +83.2% | -33.0% | +44.2% |
| 3Y | +133.5% | +177.7% | -44.1% | +112.1% |
| All | +74.7% | +170.9% | -96.2% | +55.2% |
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 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