+459.7%
P vs RPRX
+57.8%
+401.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +5.0% | -4.0% | +9.0% | +5.8% |
| 30D | -0.9% | +4.9% | -5.9% | -2.0% |
| 3M | +38.7% | +9.4% | +29.3% | +35.5% |
| 6M | +54.4% | +33.3% | +21.1% | +44.1% |
| YTD | +44.8% | +59.0% | -14.1% | +29.7% |
| 1Y | +22.5% | +69.2% | -46.7% | +8.0% |
| 3Y | +148.2% | +124.1% | +24.1% | +100.5% |
| 5Y | +268.9% | +77.9% | +191.1% | +222.7% |
| All | +459.7% | +57.8% | +401.9% | +400.0% |
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