-49.5%
JD vs RPRX
+57.8%
-107.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -3.0% | -4.0% | +1.0% | -1.8% |
| 30D | -19.3% | +4.9% | -24.3% | -20.5% |
| 3M | -6.0% | +9.4% | -15.4% | -8.8% |
| 6M | +1.8% | +33.3% | -31.5% | -7.1% |
| YTD | -2.6% | +59.0% | -61.5% | -15.9% |
| 1Y | -17.4% | +69.2% | -86.7% | -30.4% |
| 3Y | -8.6% | +124.1% | -132.7% | -30.9% |
| 5Y | -61.6% | +77.9% | -139.5% | -68.7% |
| All | -49.5% | +57.8% | -107.3% | -58.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling