+92.0%
RIO vs RPRX
+72.5%
+19.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.0% | -1.2% | -3.6% |
| 7D | -3.4% | -8.0% | +4.7% | -1.7% |
| 30D | +0.6% | +2.1% | -1.5% | +0.1% |
| 3M | +2.5% | +8.2% | -5.7% | +0.7% |
| 6M | +10.8% | +28.9% | -18.1% | +4.5% |
| YTD | +30.5% | +54.1% | -23.7% | +18.6% |
| 1Y | +68.1% | +65.5% | +2.6% | +50.1% |
| 3Y | +94.0% | +117.3% | -23.2% | +60.2% |
| 5Y | +92.0% | +71.6% | +20.4% | +67.5% |
| All | +92.0% | +72.5% | +19.6% | +67.5% |
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