+2,786.9%
FIX vs RPRX
+79.7%
+2,707.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.6% |
| 7D | +16.9% | +2.1% | +14.8% | +16.5% |
| 30D | -30.6% | +21.9% | -52.6% | -33.3% |
| 3M | -35.1% | +16.9% | -52.0% | -37.1% |
| 6M | -44.0% | +34.5% | -78.5% | -47.6% |
| YTD | +21.0% | +80.9% | -59.9% | +6.3% |
| 1Y | +16.2% | +77.6% | -61.4% | +2.4% |
| 3Y | +506.9% | +173.5% | +333.3% | +382.9% |
| 5Y | +1,051.1% | +84.9% | +966.1% | +910.3% |
| All | +2,786.9% | +79.7% | +2,707.3% | +2,378.9% |
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 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