+2.2%
D vs RPRX
+57.8%
-55.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.8% | +1.4% |
| 7D | +0.8% | -2.8% | +3.5% | +1.2% |
| 30D | -0.7% | +7.2% | -7.9% | -1.8% |
| 3M | +2.1% | +10.9% | -8.8% | +0.4% |
| 6M | +6.8% | +34.6% | -27.7% | +1.8% |
| YTD | +16.5% | +59.0% | -42.4% | +8.1% |
| 1Y | +19.2% | +72.5% | -53.4% | +8.8% |
| 3Y | +61.9% | +124.1% | -62.2% | +40.9% |
| 5Y | +6.5% | +75.9% | -69.4% | -4.2% |
| All | +2.2% | +57.8% | -55.7% | -8.6% |
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