+927.1%
KLAC vs RPRX
+66.6%
+860.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +5.7% | +5.1% | +0.6% | +4.4% |
| 30D | -3.6% | +11.2% | -14.8% | -6.3% |
| 3M | -12.8% | +16.7% | -29.5% | -16.7% |
| 6M | +26.1% | +36.0% | -9.9% | +15.3% |
| YTD | +53.3% | +67.8% | -14.5% | +32.1% |
| 1Y | +113.7% | +76.7% | +37.0% | +81.0% |
| 3Y | +274.9% | +128.1% | +146.8% | +192.1% |
| 5Y | +470.1% | +82.9% | +387.3% | +380.6% |
| All | +927.1% | +66.6% | +860.4% | +765.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling