+109.7%
KEY vs RPRX
+79.2%
+30.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.1% |
| 7D | -0.4% | +3.4% | -3.8% | -1.2% |
| 30D | +7.2% | +20.8% | -13.6% | +2.2% |
| 3M | -4.9% | +21.6% | -26.5% | -9.6% |
| 6M | +1.1% | +36.5% | -35.5% | -7.1% |
| YTD | +6.8% | +80.4% | -73.6% | -8.9% |
| 1Y | +23.3% | +81.8% | -58.5% | +4.9% |
| 3Y | +126.1% | +170.9% | -44.8% | +69.8% |
| 5Y | +15.2% | +95.2% | -80.0% | -4.9% |
| All | +109.7% | +79.2% | +30.6% | +72.0% |
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