+18.0%
Q vs RPRX
+85.8%
-67.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.3% |
| 7D | -3.3% | +4.2% | -7.5% | -2.3% |
| 30D | -9.7% | +19.2% | -28.9% | -6.4% |
| 3M | -16.1% | +18.0% | -34.1% | -13.4% |
| 6M | -15.7% | +35.7% | -51.4% | -15.1% |
| YTD | +45.7% | +77.2% | -31.5% | +46.2% |
| 1Y | +18.0% | +82.0% | -64.0% | +18.7% |
| All | +18.0% | +85.8% | -67.8% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling