+676.5%
LITE vs RPRX
+81.2%
+595.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.7% |
| 7D | +10.8% | +3.3% | +7.4% | +9.9% |
| 30D | -33.4% | +17.9% | -51.3% | -36.4% |
| 3M | -32.2% | +19.2% | -51.5% | -35.9% |
| 6M | -42.1% | +31.7% | -73.8% | -47.6% |
| YTD | +61.9% | +82.5% | -20.6% | +31.8% |
| 1Y | +163.0% | +78.4% | +84.5% | +115.9% |
| 3Y | +1,358.0% | +177.0% | +1,181.1% | +944.4% |
| 5Y | +549.9% | +86.5% | +463.4% | +418.0% |
| All | +676.5% | +81.2% | +595.4% | +509.6% |
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