-77.0%
PATH vs RPRX
+91.5%
-168.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -5.3% | +0.2% | -5.5% | -5.4% |
| 30D | -0.5% | +18.6% | -19.1% | -7.7% |
| 3M | -7.1% | +18.0% | -25.2% | -13.7% |
| 6M | +23.8% | +33.8% | -10.0% | +7.6% |
| YTD | -20.7% | +76.6% | -97.2% | -40.3% |
| 1Y | -8.1% | +68.2% | -76.3% | -29.3% |
| 3Y | -21.8% | +161.5% | -183.4% | -55.6% |
| All | -77.0% | +91.5% | -168.5% | -82.8% |
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 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