+5.5%
D vs RPRX
+80.9%
-75.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | +2.4% | +4.6% | -2.2% | +1.7% |
| 30D | +10.9% | +22.0% | -11.1% | +7.6% |
| 3M | +2.8% | +20.3% | -17.4% | -0.1% |
| 6M | +12.7% | +37.9% | -25.2% | +7.1% |
| YTD | +20.3% | +82.2% | -61.9% | +9.3% |
| 1Y | +17.1% | +83.7% | -66.6% | +6.2% |
| 3Y | +75.1% | +175.4% | -100.3% | +48.0% |
| 5Y | +13.1% | +87.7% | -74.6% | -0.3% |
| All | +5.5% | +80.9% | -75.4% | -7.6% |
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