-7.4%
KMB vs RPRX
+57.8%
-65.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.3% | +3.3% | -1.4% |
| 7D | -2.7% | -2.8% | +0.1% | -2.4% |
| 30D | -5.0% | +7.2% | -12.2% | -5.7% |
| 3M | +6.6% | +10.9% | -4.3% | +5.4% |
| 6M | +1.0% | +34.6% | -33.6% | -2.1% |
| YTD | +6.0% | +59.0% | -53.0% | +1.1% |
| 1Y | -16.6% | +72.5% | -89.2% | -21.2% |
| 3Y | -8.6% | +124.1% | -132.7% | -16.1% |
| 5Y | -10.9% | +75.9% | -86.8% | -16.5% |
| All | -7.4% | +57.8% | -65.2% | -13.6% |
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