+880.5%
KLAC vs RPRX
+53.1%
+827.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -2.4% |
| 7D | +2.5% | -8.0% | +10.5% | +4.6% |
| 30D | -11.5% | +2.1% | -13.6% | -12.1% |
| 3M | -16.9% | +8.2% | -25.1% | -19.1% |
| 6M | +22.2% | +28.9% | -6.6% | +13.1% |
| YTD | +46.4% | +54.1% | -7.8% | +28.7% |
| 1Y | +91.0% | +65.5% | +25.5% | +64.3% |
| 3Y | +264.6% | +117.3% | +147.3% | +186.3% |
| 5Y | +430.6% | +71.6% | +359.0% | +354.1% |
| All | +880.5% | +53.1% | +827.4% | +743.9% |
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