+58.2%
QQQI vs RPRX
+116.0%
-57.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.3% | -8.4% | +8.0% | +0.2% |
| 30D | -0.3% | -0.6% | +0.3% | -0.3% |
| 3M | +1.3% | +6.4% | -5.1% | +0.8% |
| 6M | +11.5% | +26.6% | -15.1% | +9.0% |
| YTD | +11.3% | +53.8% | -42.5% | +7.0% |
| 1Y | +16.9% | +62.8% | -45.9% | +11.8% |
| All | +58.2% | +116.0% | -57.9% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling