+514.2%
P vs RPRX
+82.4%
+431.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +4.3% |
| 7D | -4.7% | +3.6% | -8.3% | -5.3% |
| 30D | -31.4% | +21.2% | -52.6% | -34.0% |
| 3M | -2.6% | +21.6% | -24.3% | -6.5% |
| 6M | +21.9% | +36.7% | -14.8% | +13.6% |
| YTD | +58.9% | +83.7% | -24.7% | +38.3% |
| 1Y | +21.7% | +83.2% | -61.4% | +6.0% |
| 3Y | +193.3% | +177.7% | +15.6% | +124.9% |
| 5Y | +275.1% | +95.8% | +179.3% | +224.2% |
| All | +514.2% | +82.4% | +431.8% | +433.2% |
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