+58.5%
JHX vs RPRX
+52.7%
+5.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -6.3% | -8.4% | +2.0% | -4.3% |
| 30D | -7.7% | -0.6% | -7.1% | -7.6% |
| 3M | +19.2% | +6.4% | +12.7% | +17.0% |
| 6M | +38.3% | +26.6% | +11.7% | +30.1% |
| YTD | +37.2% | +53.8% | -16.6% | +23.0% |
| 1Y | +42.3% | +62.8% | -20.5% | +25.2% |
| 3Y | -4.4% | +118.0% | -122.4% | -23.7% |
| 5Y | -26.4% | +71.2% | -97.6% | -36.5% |
| All | +58.5% | +52.7% | +5.8% | +35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling