+1,047.0%
LITE vs RPRX
+66.6%
+980.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | -1.5% | +5.1% | -6.6% | -3.1% |
| 30D | +6.7% | +11.2% | -4.5% | +3.1% |
| 3M | -6.8% | +16.7% | -23.5% | -12.0% |
| 6M | +29.4% | +36.0% | -6.5% | +15.6% |
| YTD | +139.1% | +67.8% | +71.3% | +99.8% |
| 1Y | +521.0% | +76.7% | +444.3% | +412.0% |
| 3Y | +1,535.3% | +128.1% | +1,407.2% | +1,140.6% |
| 5Y | +889.8% | +82.9% | +807.0% | +696.3% |
| All | +1,047.0% | +66.6% | +980.4% | +823.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling