+336.8%
ROIV vs RPRX
+177.1%
+159.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | +1.7% | +3.3% | -1.7% | +1.1% |
| 30D | +17.6% | +17.9% | -0.3% | +14.3% |
| 3M | +9.0% | +19.2% | -10.3% | +4.9% |
| 6M | +35.3% | +31.7% | +3.6% | +27.2% |
| YTD | +82.2% | +82.5% | -0.3% | +60.7% |
| 1Y | +92.3% | +78.4% | +13.8% | +70.3% |
| 3Y | +336.8% | +177.0% | +159.8% | +261.1% |
| All | +336.8% | +177.1% | +159.7% | +261.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling