-27.1%
RKT vs RPRX
+56.2%
-83.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -6.3% | -8.4% | +2.1% | -2.6% |
| 30D | -6.2% | -0.6% | -5.6% | -6.0% |
| 3M | -1.9% | +6.4% | -8.3% | -5.1% |
| 6M | -13.0% | +26.6% | -39.6% | -22.5% |
| YTD | -31.9% | +53.8% | -85.7% | -44.8% |
| 1Y | -37.6% | +62.8% | -100.4% | -51.0% |
| 3Y | +36.8% | +118.0% | -81.2% | -9.0% |
| 5Y | -9.7% | +71.2% | -80.9% | -31.0% |
| All | -27.1% | +56.2% | -83.3% | -46.6% |
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