+8.4%
CI vs RPRX
+166.4%
-157.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.3% |
| 7D | +0.1% | +3.4% | -3.2% | -0.4% |
| 30D | +4.7% | +20.8% | -16.1% | +1.7% |
| 3M | +5.2% | +21.6% | -16.4% | +2.1% |
| 6M | +3.8% | +36.5% | -32.8% | -1.0% |
| YTD | +9.2% | +80.4% | -71.2% | +0.3% |
| 1Y | +14.3% | +81.8% | -67.5% | +4.8% |
| 3Y | +8.4% | +170.9% | -162.4% | -7.3% |
| All | +8.4% | +166.4% | -157.9% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling