+298.8%
ROIV vs RPRX
+61.3%
+237.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -5.3% | +24.0% | +20.2% |
| 7D | +20.2% | -2.8% | +22.9% | +20.7% |
| 30D | +14.1% | +7.2% | +7.0% | +11.3% |
| 3M | +45.6% | +10.9% | +34.7% | +40.2% |
| 6M | +44.1% | +34.6% | +9.6% | +31.1% |
| YTD | +91.2% | +59.0% | +32.2% | +65.5% |
| 1Y | +221.3% | +72.5% | +148.8% | +171.1% |
| 3Y | +229.2% | +124.1% | +105.1% | +154.5% |
| 5Y | +316.5% | +75.9% | +240.5% | +250.7% |
| All | +298.8% | +61.3% | +237.6% | +238.5% |
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 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