+32.8%
O vs RPRX
+81.2%
-48.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -0.9% |
| 7D | -0.4% | +3.3% | -3.7% | -1.0% |
| 30D | +7.1% | +17.9% | -10.8% | +3.8% |
| 3M | -5.2% | +19.2% | -24.5% | -8.5% |
| 6M | -1.8% | +31.7% | -33.5% | -7.0% |
| YTD | +9.1% | +82.5% | -73.4% | -3.0% |
| 1Y | +9.7% | +78.4% | -68.8% | -2.1% |
| 3Y | +39.1% | +177.0% | -137.8% | +12.9% |
| 5Y | +8.4% | +86.5% | -78.1% | -6.0% |
| All | +32.8% | +81.2% | -48.4% | +14.0% |
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 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