+272.7%
OKE vs RPRX
+52.7%
+220.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +1.2% | -8.4% | +9.6% | +2.9% |
| 30D | +4.5% | -0.6% | +5.1% | +4.5% |
| 3M | +9.6% | +6.4% | +3.2% | +8.1% |
| 6M | +15.4% | +26.6% | -11.2% | +9.6% |
| YTD | +36.5% | +53.8% | -17.3% | +24.4% |
| 1Y | +39.0% | +62.8% | -23.8% | +24.9% |
| 3Y | +74.3% | +118.0% | -43.7% | +45.8% |
| 5Y | +141.2% | +71.2% | +70.0% | +115.4% |
| All | +272.7% | +52.7% | +220.0% | +231.8% |
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 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