-1.5%
KMB vs RPRX
+81.2%
-82.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.0% |
| 7D | +0.9% | +3.3% | -2.4% | +0.5% |
| 30D | +10.1% | +17.9% | -7.8% | +8.1% |
| 3M | 0.0% | +19.2% | -19.2% | -1.9% |
| 6M | +15.7% | +31.7% | -16.0% | +12.2% |
| YTD | +12.6% | +82.5% | -69.8% | +5.8% |
| 1Y | +10.1% | +78.4% | -68.3% | +3.6% |
| 3Y | +2.1% | +177.0% | -174.8% | -8.1% |
| 5Y | -0.7% | +86.5% | -87.1% | -8.1% |
| All | -1.5% | +81.2% | -82.7% | -9.5% |
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