+74.6%
CI vs RPRX
+80.9%
-6.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.6% | +2.4% |
| 7D | +2.6% | +4.6% | -2.0% | +1.9% |
| 30D | +7.3% | +22.0% | -14.7% | +4.0% |
| 3M | +9.5% | +20.3% | -10.8% | +6.2% |
| 6M | +6.4% | +37.9% | -31.5% | +1.0% |
| YTD | +12.0% | +82.2% | -70.2% | +1.7% |
| 1Y | +20.1% | +83.7% | -63.6% | +8.9% |
| 3Y | +9.6% | +175.4% | -165.9% | -7.9% |
| 5Y | +52.7% | +87.7% | -35.0% | +36.3% |
| All | +74.6% | +80.9% | -6.4% | +50.3% |
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