+867.0%
JBL vs RPRX
+57.8%
+809.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.8% | +1.7% |
| 7D | +4.4% | -2.8% | +7.2% | +5.0% |
| 30D | -8.4% | +7.2% | -15.6% | -9.9% |
| 3M | -14.2% | +10.9% | -25.1% | -16.4% |
| 6M | +29.6% | +34.6% | -5.0% | +20.6% |
| YTD | +37.1% | +59.0% | -21.9% | +22.7% |
| 1Y | +49.5% | +72.5% | -23.0% | +31.1% |
| 3Y | +192.7% | +124.1% | +68.6% | +138.2% |
| 5Y | +411.3% | +75.9% | +335.4% | +347.2% |
| All | +867.0% | +57.8% | +809.1% | +746.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling