+2,730.2%
FIX vs RPRX
+80.9%
+2,649.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -0.8% |
| 7D | -13.9% | +4.6% | -18.5% | -14.6% |
| 30D | -35.5% | +22.0% | -57.5% | -38.0% |
| 3M | -33.9% | +20.3% | -54.2% | -36.4% |
| 6M | -43.3% | +37.9% | -81.2% | -47.3% |
| YTD | +18.7% | +82.2% | -63.5% | +4.0% |
| 1Y | +13.8% | +83.7% | -69.9% | -0.4% |
| 3Y | +495.0% | +175.4% | +319.5% | +372.8% |
| 5Y | +1,049.0% | +87.7% | +961.3% | +905.7% |
| All | +2,730.2% | +80.9% | +2,649.3% | +2,326.9% |
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