+62.1%
LMT vs RPRX
+52.7%
+9.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -0.2% | -8.4% | +8.2% | +0.5% |
| 30D | -13.1% | -0.6% | -12.4% | -13.1% |
| 3M | -3.9% | +6.4% | -10.3% | -4.6% |
| 6M | -18.3% | +26.6% | -44.9% | -20.1% |
| YTD | +10.3% | +53.8% | -43.4% | +6.1% |
| 1Y | +14.2% | +62.8% | -48.6% | +9.2% |
| 3Y | +35.0% | +118.0% | -83.1% | +24.5% |
| 5Y | +73.2% | +71.2% | +2.0% | +63.5% |
| All | +62.1% | +52.7% | +9.4% | +50.8% |
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 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