+250.4%
ROIV vs RPRX
+83.4%
+166.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.6% | +5.1% | -4.5% | -1.3% |
| 30D | +1.0% | +11.2% | -10.2% | -3.1% |
| 3M | +18.3% | +16.7% | +1.6% | +11.2% |
| 6M | +18.3% | +36.0% | -17.7% | +4.9% |
| YTD | +61.0% | +67.8% | -6.8% | +31.9% |
| 1Y | +177.9% | +76.7% | +101.2% | +122.4% |
| 3Y | +199.1% | +128.1% | +70.9% | +114.3% |
| All | +250.4% | +83.4% | +166.9% | +176.2% |
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