+14.4%
FIX vs RPRX
+85.8%
-71.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +1.7% | -16.8% | -15.0% |
| 7D | -18.9% | +4.2% | -23.1% | -18.9% |
| 30D | -36.3% | +19.2% | -55.5% | -36.9% |
| 3M | -38.5% | +18.0% | -56.5% | -39.3% |
| 6M | -42.3% | +35.7% | -78.0% | -47.8% |
| YTD | +17.1% | +77.2% | -60.1% | -7.0% |
| 1Y | +14.4% | +82.0% | -67.6% | -10.4% |
| All | +14.4% | +85.8% | -71.4% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling