+89.0%
ROIV vs RPRX
+68.6%
+20.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.2% |
| 7D | +5.3% | +0.2% | +5.2% | +5.3% |
| 30D | +11.9% | +18.6% | -6.7% | +9.1% |
| 3M | +10.7% | +18.0% | -7.3% | +5.2% |
| 6M | +34.9% | +33.8% | +1.1% | +21.2% |
| YTD | +79.2% | +76.6% | +2.6% | +53.2% |
| 1Y | +89.0% | +68.2% | +20.8% | +61.3% |
| All | +89.0% | +68.6% | +20.4% | +61.3% |
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