-42.1%
KWEB vs RPRX
+70.9%
-112.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -5.6% | -8.4% | +2.8% | -2.8% |
| 30D | -10.7% | -0.6% | -10.0% | -10.5% |
| 3M | -7.4% | +6.4% | -13.8% | -9.7% |
| 6M | -19.3% | +26.6% | -45.9% | -26.3% |
| YTD | -27.8% | +53.8% | -81.5% | -38.7% |
| 1Y | -35.9% | +62.8% | -98.7% | -47.0% |
| 3Y | -1.9% | +118.0% | -120.0% | -29.5% |
| All | -42.1% | +70.9% | -112.9% | -52.5% |
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