+36.4%
RMD vs RPRX
+52.7%
-16.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -4.4% | -8.4% | +4.0% | -2.5% |
| 30D | -3.1% | -0.6% | -2.5% | -3.0% |
| 3M | +13.8% | +6.4% | +7.3% | +12.0% |
| 6M | -8.6% | +26.6% | -35.2% | -13.6% |
| YTD | -8.6% | +53.8% | -62.4% | -17.5% |
| 1Y | -19.7% | +62.8% | -82.5% | -28.6% |
| 3Y | +48.4% | +118.0% | -69.7% | +21.9% |
| 5Y | -22.7% | +71.2% | -93.9% | -32.7% |
| All | +36.4% | +52.7% | -16.3% | +20.0% |
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