+7.8%
LOW vs RPRX
+77.0%
-69.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.6% | -4.0% | +3.4% | +0.5% |
| 30D | -9.3% | +4.9% | -14.2% | -10.6% |
| 3M | -8.1% | +9.4% | -17.4% | -10.5% |
| 6M | -19.8% | +33.3% | -53.1% | -26.2% |
| YTD | -16.4% | +59.0% | -75.3% | -26.8% |
| 1Y | -24.7% | +69.2% | -93.9% | -35.6% |
| 3Y | -8.8% | +124.1% | -132.9% | -29.5% |
| 5Y | +7.8% | +77.9% | -70.1% | -6.8% |
| All | +7.8% | +77.0% | -69.2% | -6.8% |
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