+175.3%
IR vs RPRX
+80.9%
+94.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | +1.5% | +4.6% | -3.1% | +0.6% |
| 30D | +9.0% | +22.0% | -13.0% | +4.6% |
| 3M | -0.9% | +20.3% | -21.2% | -4.7% |
| 6M | +13.4% | +37.9% | -24.5% | +5.7% |
| YTD | +8.5% | +82.2% | -73.7% | -4.6% |
| 1Y | +11.3% | +83.7% | -72.4% | -2.3% |
| 3Y | +26.0% | +175.4% | -149.5% | +1.0% |
| 5Y | +47.9% | +87.7% | -39.9% | +28.6% |
| All | +175.3% | +80.9% | +94.4% | +137.4% |
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 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