+20.1%
IVV vs RPRX
+77.4%
-57.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +0.1% | +5.1% | -5.0% | -0.2% |
| 30D | +0.1% | +11.2% | -11.1% | -0.7% |
| 3M | +2.0% | +16.7% | -14.7% | +0.7% |
| 6M | +13.0% | +36.0% | -22.9% | +9.0% |
| YTD | +13.6% | +67.8% | -54.2% | +8.2% |
| 1Y | +20.1% | +76.7% | -56.6% | +14.4% |
| All | +20.1% | +77.4% | -57.3% | +14.4% |
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 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