-22.1%
RMD vs RPRX
+77.0%
-99.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.7% | -4.0% | -0.7% | -3.6% |
| 30D | +0.2% | +4.9% | -4.7% | -1.2% |
| 3M | +12.0% | +9.4% | +2.6% | +9.0% |
| 6M | -12.5% | +33.3% | -45.8% | -19.7% |
| YTD | -7.9% | +59.0% | -66.9% | -19.7% |
| 1Y | -20.4% | +69.2% | -89.6% | -32.1% |
| 3Y | +53.1% | +124.1% | -71.0% | +18.2% |
| 5Y | -22.1% | +77.9% | -100.0% | -34.2% |
| All | -22.1% | +77.0% | -99.1% | -34.2% |
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