+221.3%
ROIV vs RPRX
+74.1%
+147.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -5.3% | +24.0% | +19.6% |
| 7D | +20.2% | -2.8% | +22.9% | +19.9% |
| 30D | +14.1% | +7.2% | +7.0% | +10.0% |
| 3M | +45.6% | +10.9% | +34.7% | +38.0% |
| 6M | +44.1% | +34.6% | +9.6% | +26.8% |
| YTD | +91.2% | +59.0% | +32.2% | +59.6% |
| 1Y | +221.3% | +72.5% | +148.8% | +155.2% |
| All | +221.3% | +74.1% | +147.2% | +155.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling