+91.4%
ORCL vs RPRX
+83.4%
+8.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +5.3% | +5.1% | +0.1% | +4.6% |
| 30D | +10.0% | +11.2% | -1.2% | +8.6% |
| 3M | -32.6% | +16.7% | -49.3% | -33.9% |
| 6M | +4.9% | +36.0% | -31.1% | +0.6% |
| YTD | -17.8% | +67.8% | -85.6% | -23.4% |
| 1Y | -28.0% | +76.7% | -104.7% | -33.6% |
| 3Y | +36.0% | +128.1% | -92.1% | +19.9% |
| All | +91.4% | +83.4% | +8.0% | +85.6% |
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