+326.0%
CAT vs RPRX
+83.4%
+242.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +1.7% | +5.1% | -3.4% | +0.5% |
| 30D | -6.6% | +11.2% | -17.8% | -9.0% |
| 3M | -13.3% | +16.7% | -30.0% | -16.9% |
| 6M | +11.6% | +36.0% | -24.4% | +2.5% |
| YTD | +42.9% | +67.8% | -24.9% | +24.2% |
| 1Y | +95.4% | +76.7% | +18.7% | +67.3% |
| 3Y | +196.6% | +128.1% | +68.5% | +135.9% |
| All | +326.0% | +83.4% | +242.6% | +265.2% |
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