+86.9%
FOXA vs RPRX
+77.0%
+10.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -5.4% | -4.0% | -1.4% | -4.8% |
| 30D | +1.1% | +4.9% | -3.8% | +0.2% |
| 3M | -6.1% | +9.4% | -15.5% | -7.8% |
| 6M | +8.2% | +33.3% | -25.1% | +2.3% |
| YTD | -11.8% | +59.0% | -70.7% | -19.6% |
| 1Y | +9.9% | +69.2% | -59.3% | -1.3% |
| 3Y | +110.7% | +124.1% | -13.3% | +76.8% |
| 5Y | +86.9% | +77.9% | +9.1% | +72.6% |
| All | +86.9% | +77.0% | +10.0% | +72.6% |
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