+91.1%
EXPE vs RPRX
+74.2%
+16.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -5.3% | -2.6% | -6.2% |
| 7D | -9.8% | -2.8% | -7.0% | -8.9% |
| 30D | -11.5% | +7.2% | -18.7% | -13.4% |
| 3M | +21.7% | +10.9% | +10.8% | +17.7% |
| 6M | +10.4% | +34.6% | -24.2% | +0.1% |
| YTD | -2.5% | +59.0% | -61.5% | -17.2% |
| 1Y | +27.3% | +72.5% | -45.2% | +3.7% |
| 3Y | +153.5% | +124.1% | +29.4% | +82.5% |
| 5Y | +91.1% | +75.9% | +15.2% | +63.3% |
| All | +91.1% | +74.2% | +16.9% | +63.3% |
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