+8.5%
NI vs RPRX
+85.8%
-77.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.3% |
| 7D | +3.9% | +4.2% | -0.3% | +3.5% |
| 30D | +15.3% | +19.2% | -4.0% | +13.5% |
| 3M | +2.4% | +18.0% | -15.6% | +0.6% |
| 6M | -4.5% | +35.7% | -40.3% | -7.2% |
| YTD | +11.4% | +77.2% | -65.9% | +6.7% |
| 1Y | +8.5% | +82.0% | -73.5% | +4.0% |
| All | +8.5% | +85.8% | -77.4% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling