+208.8%
EXPE vs RPRX
+82.4%
+126.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.1% |
| 7D | -17.8% | +3.6% | -21.4% | -18.6% |
| 30D | -3.2% | +21.2% | -24.4% | -8.5% |
| 3M | -19.0% | +21.6% | -40.6% | -23.5% |
| 6M | +17.7% | +36.7% | -19.0% | +7.4% |
| YTD | -7.8% | +83.7% | -91.5% | -23.6% |
| 1Y | -1.4% | +83.2% | -84.5% | -18.2% |
| 3Y | +121.9% | +177.7% | -55.7% | +56.7% |
| 5Y | +44.3% | +95.8% | -51.5% | +16.2% |
| All | +208.8% | +82.4% | +126.4% | +146.6% |
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