+12.2%
IOT vs RPRX
+77.4%
-65.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.8% |
| 7D | -2.3% | +5.1% | -7.4% | -1.7% |
| 30D | +3.8% | +11.2% | -7.4% | +5.3% |
| 3M | +14.2% | +16.7% | -2.5% | +16.1% |
| 6M | +40.1% | +36.0% | +4.1% | +46.5% |
| YTD | +13.4% | +67.8% | -54.4% | +21.6% |
| 1Y | +12.2% | +76.7% | -64.5% | +24.0% |
| All | +12.2% | +77.4% | -65.3% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling