+210.3%
EXPE vs RPRX
+79.7%
+130.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | -4.2% | +2.1% | -6.3% | -4.8% |
| 30D | -4.5% | +21.9% | -26.5% | -9.8% |
| 3M | -19.7% | +16.9% | -36.6% | -23.3% |
| 6M | +18.3% | +34.5% | -16.2% | +8.4% |
| YTD | -7.3% | +80.9% | -88.3% | -22.8% |
| 1Y | -3.9% | +77.6% | -81.5% | -19.5% |
| 3Y | +123.0% | +173.5% | -50.5% | +58.1% |
| 5Y | +47.9% | +84.9% | -37.0% | +20.9% |
| All | +210.3% | +79.7% | +130.6% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling