+81.6%
KO vs RPRX
+71.3%
+10.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.4% | +0.8% |
| 7D | -1.1% | -8.0% | +6.9% | +0.3% |
| 30D | +1.6% | +2.1% | -0.5% | +1.1% |
| 3M | +5.8% | +8.2% | -2.4% | +4.3% |
| 6M | +14.3% | +28.9% | -14.6% | +9.4% |
| YTD | +27.3% | +54.1% | -26.8% | +18.3% |
| 1Y | +33.2% | +65.5% | -32.4% | +22.0% |
| 3Y | +64.5% | +117.3% | -52.8% | +42.5% |
| All | +81.6% | +71.3% | +10.3% | +66.5% |
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 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