+1,331.0%
FLEX vs RPRX
+57.8%
+1,273.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.3% | +9.7% | +5.5% |
| 7D | +7.0% | -2.8% | +9.7% | +7.5% |
| 30D | -5.8% | +7.2% | -13.0% | -7.5% |
| 3M | -24.2% | +10.9% | -35.1% | -26.4% |
| 6M | +90.8% | +34.6% | +56.2% | +77.0% |
| YTD | +89.2% | +59.0% | +30.2% | +68.7% |
| 1Y | +104.7% | +72.5% | +32.2% | +78.6% |
| 3Y | +478.1% | +124.1% | +354.0% | +366.7% |
| 5Y | +726.2% | +75.9% | +650.3% | +623.5% |
| All | +1,331.0% | +57.8% | +1,273.2% | +1,159.2% |
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