+111.1%
ROST vs RPRX
+72.5%
+38.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.9% |
| 7D | -2.5% | -8.0% | +5.5% | -0.3% |
| 30D | -10.3% | +2.1% | -12.4% | -10.9% |
| 3M | -2.6% | +8.2% | -10.8% | -5.0% |
| 6M | +6.5% | +28.9% | -22.4% | -1.1% |
| YTD | +25.9% | +54.1% | -28.2% | +10.9% |
| 1Y | +52.3% | +65.5% | -13.2% | +31.0% |
| 3Y | +94.6% | +117.3% | -22.7% | +50.6% |
| 5Y | +111.1% | +71.6% | +39.5% | +87.1% |
| All | +111.1% | +72.5% | +38.7% | +87.1% |
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 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