+124.1%
RPRX vs AEE
+49.7%
+74.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.2% | -5.6% |
| 7D | -2.8% | +1.3% | -4.1% | -3.2% |
| 30D | +7.2% | -1.2% | +8.4% | +7.5% |
| 3M | +10.9% | +1.0% | +9.9% | +10.4% |
| 6M | +34.6% | -2.3% | +36.8% | +35.2% |
| YTD | +59.0% | +9.1% | +49.8% | +54.1% |
| 1Y | +72.5% | +10.6% | +62.0% | +66.2% |
| 3Y | +124.1% | +48.5% | +75.6% | +85.7% |
| All | +124.1% | +49.7% | +74.4% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling