-70.5%
DOCU vs RPRX
+93.1%
-163.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -3.2% | +2.5% | -5.7% | -4.3% |
| 30D | +15.7% | +19.7% | -4.0% | +6.6% |
| 3M | +37.3% | +17.5% | +19.8% | +27.1% |
| 6M | +63.1% | +35.1% | +28.0% | +40.3% |
| YTD | +15.4% | +77.3% | -61.9% | -14.6% |
| 1Y | +11.3% | +70.4% | -59.1% | -16.1% |
| 3Y | +92.1% | +161.0% | -68.9% | +5.2% |
| 5Y | -70.5% | +92.2% | -162.7% | -77.1% |
| All | -70.5% | +93.1% | -163.6% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling