+31.8%
OTIS vs RPRX
+52.7%
-20.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | -3.0% | -8.4% | +5.4% | -1.2% |
| 30D | -6.0% | -0.6% | -5.4% | -5.9% |
| 3M | -0.9% | +6.4% | -7.3% | -2.3% |
| 6M | -17.3% | +26.6% | -43.9% | -21.4% |
| YTD | -19.6% | +53.8% | -73.3% | -26.6% |
| 1Y | -21.0% | +62.8% | -83.8% | -28.9% |
| 3Y | -12.1% | +118.0% | -130.1% | -26.0% |
| 5Y | -17.1% | +71.2% | -88.3% | -26.6% |
| All | +31.8% | +52.7% | -20.9% | +16.4% |
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