+40.9%
DUK vs RPRX
+70.9%
-29.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -0.7% | -8.4% | +7.7% | +0.7% |
| 30D | -2.4% | -0.6% | -1.8% | -2.4% |
| 3M | -3.0% | +6.4% | -9.4% | -4.2% |
| 6M | -6.6% | +26.6% | -33.1% | -10.5% |
| YTD | +4.6% | +53.8% | -49.2% | -3.3% |
| 1Y | +1.2% | +62.8% | -61.6% | -7.5% |
| 3Y | +45.7% | +118.0% | -72.4% | +24.4% |
| All | +40.9% | +70.9% | -29.9% | +28.9% |
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