+67.5%
NDAQ vs RPRX
+91.4%
-23.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.5% |
| 7D | +1.7% | +2.1% | -0.4% | +1.1% |
| 30D | +16.2% | +21.9% | -5.7% | +10.2% |
| 3M | +14.0% | +16.9% | -3.0% | +9.2% |
| 6M | +22.3% | +34.5% | -12.3% | +12.6% |
| YTD | +13.0% | +80.9% | -67.9% | -4.5% |
| 1Y | +24.0% | +77.6% | -53.6% | +5.3% |
| 3Y | +117.1% | +173.5% | -56.5% | +58.3% |
| 5Y | +67.5% | +84.9% | -17.4% | +46.3% |
| All | +67.5% | +91.4% | -23.9% | +46.3% |
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