-7.8%
LII vs RPRX
+177.1%
-184.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +2.9% | +3.3% | -0.4% | +2.2% |
| 30D | +0.9% | +17.9% | -17.0% | -2.4% |
| 3M | -15.5% | +19.2% | -34.8% | -18.5% |
| 6M | -30.2% | +31.7% | -61.9% | -34.2% |
| YTD | -26.8% | +82.5% | -109.3% | -35.5% |
| 1Y | -25.3% | +78.4% | -103.7% | -33.9% |
| 3Y | -7.8% | +177.0% | -184.7% | -24.9% |
| All | -7.8% | +177.1% | -184.8% | -24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling