+472.5%
FN vs RPRX
+79.2%
+393.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.2% | +9.7% | +11.6% |
| 7D | +16.3% | +3.4% | +12.9% | +15.8% |
| 30D | -24.7% | +20.8% | -45.5% | -26.8% |
| 3M | -34.9% | +21.6% | -56.6% | -36.8% |
| 6M | -41.1% | +36.5% | -77.6% | -44.2% |
| YTD | -19.6% | +80.4% | -100.0% | -27.4% |
| 1Y | -18.5% | +81.8% | -100.3% | -26.5% |
| 3Y | +119.1% | +170.9% | -51.7% | +84.1% |
| 5Y | +206.9% | +95.2% | +111.8% | +180.6% |
| All | +472.5% | +79.2% | +393.3% | +423.2% |
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