+51.0%
RPRX vs AEE
+69.6%
-18.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -8.4% | -0.8% | -7.6% | -8.2% |
| 30D | -0.6% | -2.9% | +2.3% | +0.2% |
| 3M | +6.4% | -2.4% | +8.8% | +7.1% |
| 6M | +26.6% | -2.7% | +29.3% | +27.3% |
| YTD | +53.8% | +7.3% | +46.5% | +50.2% |
| 1Y | +62.8% | +7.5% | +55.2% | +58.6% |
| 3Y | +118.0% | +46.2% | +71.8% | +91.0% |
| 5Y | +71.2% | +39.7% | +31.5% | +52.1% |
| All | +51.0% | +69.6% | -18.7% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling