+2.7%
KMB vs RPRX
+93.9%
-91.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.0% | +2.8% |
| 7D | +3.4% | +3.4% | 0.0% | +2.8% |
| 30D | +14.7% | +20.8% | -6.1% | +11.1% |
| 3M | +3.3% | +21.6% | -18.4% | -0.1% |
| 6M | +16.8% | +36.5% | -19.7% | +10.9% |
| YTD | +15.2% | +80.4% | -65.2% | +4.6% |
| 1Y | +13.3% | +81.8% | -68.5% | +2.7% |
| 3Y | +5.4% | +170.9% | -165.4% | -11.1% |
| 5Y | +2.7% | +95.2% | -92.5% | -8.0% |
| All | +2.7% | +93.9% | -91.2% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling