+60.2%
CI vs RPRX
+57.8%
+2.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.1% | -4.0% | +2.9% | -0.5% |
| 30D | +0.5% | +4.9% | -4.5% | -0.3% |
| 3M | -5.2% | +9.4% | -14.5% | -6.6% |
| 6M | +4.3% | +33.3% | -29.0% | -0.4% |
| YTD | +2.8% | +59.0% | -56.2% | -4.5% |
| 1Y | -5.8% | +69.2% | -75.0% | -13.6% |
| 3Y | +4.7% | +124.1% | -119.3% | -9.0% |
| 5Y | +42.7% | +77.9% | -35.2% | +29.2% |
| All | +60.2% | +57.8% | +2.3% | +41.0% |
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