+206.1%
HAL vs RPRX
+57.8%
+148.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.3% | -4.0% | +2.7% | -0.4% |
| 30D | +10.9% | +4.9% | +5.9% | +9.5% |
| 3M | -5.8% | +9.4% | -15.2% | -8.2% |
| 6M | +8.1% | +33.3% | -25.2% | -0.1% |
| YTD | +33.2% | +59.0% | -25.8% | +17.3% |
| 1Y | +74.2% | +69.2% | +5.0% | +50.4% |
| 3Y | -3.7% | +124.1% | -127.8% | -23.8% |
| 5Y | +111.9% | +77.9% | +34.0% | +79.6% |
| All | +206.1% | +57.8% | +148.2% | +158.2% |
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