+30.9%
KDP vs RPRX
+57.8%
-26.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -1.6% | -4.0% | +2.4% | -1.1% |
| 30D | +9.5% | +4.9% | +4.5% | +8.7% |
| 3M | +2.6% | +9.4% | -6.7% | +1.3% |
| 6M | +15.6% | +33.3% | -17.7% | +11.0% |
| YTD | +17.3% | +59.0% | -41.6% | +10.0% |
| 1Y | +20.1% | +69.2% | -49.1% | +11.6% |
| 3Y | +4.9% | +124.1% | -119.2% | -6.4% |
| 5Y | +5.0% | +77.9% | -72.9% | -3.4% |
| All | +30.9% | +57.8% | -26.9% | +20.8% |
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