+274.4%
KLAC vs RPRX
+116.2%
+158.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -2.7% | -8.4% | +5.7% | -2.1% |
| 30D | -13.2% | -0.6% | -12.5% | -13.2% |
| 3M | -25.0% | +6.4% | -31.4% | -25.5% |
| 6M | +23.6% | +26.6% | -3.0% | +19.5% |
| YTD | +49.2% | +53.8% | -4.6% | +41.2% |
| 1Y | +89.3% | +62.8% | +26.5% | +77.9% |
| 3Y | +274.4% | +118.0% | +156.3% | +254.0% |
| All | +274.4% | +116.2% | +158.2% | +254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling