+192.8%
IRM vs RPRX
+77.0%
+115.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.0% | -4.0% | +7.0% | +4.2% |
| 30D | -5.2% | +4.9% | -10.2% | -6.7% |
| 3M | -8.0% | +9.4% | -17.4% | -10.7% |
| 6M | +9.2% | +33.3% | -24.1% | -0.4% |
| YTD | +41.0% | +59.0% | -18.0% | +22.0% |
| 1Y | +23.3% | +69.2% | -46.0% | +4.0% |
| 3Y | +102.8% | +124.1% | -21.2% | +54.2% |
| 5Y | +192.8% | +77.9% | +114.9% | +144.6% |
| All | +192.8% | +77.0% | +115.8% | +144.6% |
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