+135.9%
IR vs RPRX
+57.8%
+78.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.9% | -4.0% | +2.1% | -1.1% |
| 30D | -15.0% | +4.9% | -20.0% | -16.0% |
| 3M | -0.4% | +9.4% | -9.8% | -2.4% |
| 6M | -15.0% | +33.3% | -48.3% | -20.2% |
| YTD | -7.1% | +59.0% | -66.0% | -15.8% |
| 1Y | -7.5% | +69.2% | -76.8% | -17.4% |
| 3Y | +6.3% | +124.1% | -117.8% | -11.0% |
| 5Y | +37.3% | +77.9% | -40.5% | +21.8% |
| All | +135.9% | +57.8% | +78.1% | +109.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling