+113.8%
MSTR vs RPRX
+74.2%
+39.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.3% | +0.9% | -1.2% |
| 7D | +9.3% | -2.8% | +12.1% | +11.3% |
| 30D | +36.5% | +7.2% | +29.3% | +31.4% |
| 3M | +7.3% | +10.9% | -3.6% | +0.7% |
| 6M | +2.2% | +34.6% | -32.3% | -14.8% |
| YTD | -10.2% | +59.0% | -69.1% | -32.4% |
| 1Y | -58.6% | +72.5% | -131.1% | -70.6% |
| 3Y | +283.2% | +124.1% | +159.1% | +120.0% |
| 5Y | +113.8% | +75.9% | +37.9% | +71.5% |
| All | +113.8% | +74.2% | +39.6% | +71.5% |
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