+99.9%
LMT vs RPRX
+86.5%
+13.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.4% |
| 7D | +5.1% | +3.3% | +1.8% | +4.7% |
| 30D | +14.1% | +17.9% | -3.8% | +11.8% |
| 3M | +0.3% | +19.2% | -19.0% | -2.1% |
| 6M | +16.1% | +31.7% | -15.6% | +11.9% |
| YTD | +25.5% | +82.5% | -57.0% | +16.5% |
| 1Y | +34.1% | +78.4% | -44.3% | +24.8% |
| 3Y | +45.1% | +177.0% | -131.9% | +25.4% |
| All | +99.9% | +86.5% | +13.4% | +85.8% |
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 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