+67.6%
LOW vs RPRX
+52.7%
+14.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -3.7% | -8.4% | +4.6% | -1.8% |
| 30D | -8.9% | -0.6% | -8.2% | -8.8% |
| 3M | -10.4% | +6.4% | -16.8% | -11.9% |
| 6M | -19.4% | +26.6% | -46.0% | -23.8% |
| YTD | -17.1% | +53.8% | -70.9% | -25.1% |
| 1Y | -26.3% | +62.8% | -89.1% | -34.5% |
| 3Y | -9.9% | +118.0% | -127.9% | -26.0% |
| 5Y | +6.1% | +71.2% | -65.1% | -7.2% |
| All | +67.6% | +52.7% | +14.9% | +46.7% |
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