+413.7%
JBL vs RPRX
+70.9%
+342.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.3% | +5.1% |
| 7D | +2.4% | -8.4% | +10.8% | +4.3% |
| 30D | -13.1% | -0.6% | -12.5% | -13.1% |
| 3M | -15.6% | +6.4% | -22.0% | -17.1% |
| 6M | +24.6% | +26.6% | -2.0% | +17.1% |
| YTD | +39.6% | +53.8% | -14.2% | +25.1% |
| 1Y | +48.6% | +62.8% | -14.2% | +31.1% |
| 3Y | +197.3% | +118.0% | +79.2% | +140.1% |
| All | +413.7% | +70.9% | +342.8% | +362.7% |
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