+89.3%
POET vs RPRX
+52.7%
+36.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.6% |
| 7D | +0.4% | -8.4% | +8.7% | +1.8% |
| 30D | -10.4% | -0.6% | -9.7% | -10.4% |
| 3M | -29.3% | +6.4% | -35.8% | -30.4% |
| 6M | +6.9% | +26.6% | -19.7% | +1.4% |
| YTD | +25.6% | +53.8% | -28.2% | +15.1% |
| 1Y | +49.2% | +62.8% | -13.6% | +34.9% |
| 3Y | +128.4% | +118.0% | +10.4% | +95.4% |
| 5Y | -4.2% | +71.2% | -75.4% | -14.7% |
| All | +89.3% | +52.7% | +36.6% | +71.1% |
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