+56.9%
JHX vs RPRX
+53.1%
+3.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -1.7% |
| 7D | -4.9% | -8.0% | +3.2% | -2.9% |
| 30D | -9.3% | +2.1% | -11.4% | -9.8% |
| 3M | +28.1% | +8.2% | +19.9% | +25.3% |
| 6M | +35.2% | +28.9% | +6.3% | +26.6% |
| YTD | +35.9% | +54.1% | -18.3% | +21.7% |
| 1Y | +42.5% | +65.5% | -23.0% | +24.9% |
| 3Y | -4.5% | +117.3% | -121.8% | -23.7% |
| 5Y | -27.1% | +71.6% | -98.7% | -37.2% |
| All | +56.9% | +53.1% | +3.9% | +34.1% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling