+80.8%
KEYS vs RPRX
+72.5%
+8.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.9% |
| 7D | +0.9% | -8.0% | +9.0% | +2.9% |
| 30D | -5.3% | +2.1% | -7.3% | -5.9% |
| 3M | +0.5% | +8.2% | -7.7% | -2.1% |
| 6M | +14.0% | +28.9% | -14.8% | +5.3% |
| YTD | +60.3% | +54.1% | +6.1% | +40.7% |
| 1Y | +91.3% | +65.5% | +25.8% | +64.4% |
| 3Y | +146.1% | +117.3% | +28.9% | +93.7% |
| 5Y | +80.8% | +71.6% | +9.2% | +56.0% |
| All | +80.8% | +72.5% | +8.3% | +56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling