+1,027.6%
FIX vs RPRX
+86.5%
+941.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.5% |
| 7D | +9.4% | +3.3% | +6.1% | +8.8% |
| 30D | -27.8% | +17.9% | -45.7% | -30.2% |
| 3M | -35.6% | +19.2% | -54.8% | -38.0% |
| 6M | -45.2% | +31.7% | -76.9% | -49.0% |
| YTD | +19.5% | +82.5% | -63.0% | +2.1% |
| 1Y | +24.2% | +78.4% | -54.2% | +6.8% |
| 3Y | +494.2% | +177.0% | +317.2% | +346.2% |
| All | +1,027.6% | +86.5% | +941.1% | +930.9% |
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 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