+73.3%
LMT vs RPRX
+77.9%
-4.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.3% | -4.0% | +2.7% | -0.9% |
| 30D | -12.5% | +4.9% | -17.5% | -13.1% |
| 3M | -0.5% | +9.4% | -9.8% | -1.7% |
| 6M | -20.0% | +33.3% | -53.3% | -22.9% |
| YTD | +10.4% | +59.0% | -48.6% | +4.3% |
| 1Y | +17.7% | +69.2% | -51.5% | +10.3% |
| 3Y | +34.3% | +124.1% | -89.8% | +19.7% |
| All | +73.3% | +77.9% | -4.5% | +60.8% |
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