+83.3%
PAYX vs RPRX
+52.7%
+30.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.9% | -8.4% | +3.5% | -3.3% |
| 30D | -3.8% | -0.6% | -3.2% | -3.7% |
| 3M | +17.9% | +6.4% | +11.4% | +16.4% |
| 6M | +26.1% | +26.6% | -0.5% | +20.3% |
| YTD | +6.7% | +53.8% | -47.0% | -2.1% |
| 1Y | -10.7% | +62.8% | -73.5% | -19.3% |
| 3Y | +7.0% | +118.0% | -111.1% | -9.7% |
| 5Y | +22.6% | +71.2% | -48.6% | +10.2% |
| All | +83.3% | +52.7% | +30.6% | +63.4% |
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