+79.1%
RPRX vs AEIS
+231.8%
-152.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +1.2% |
| 7D | +3.3% | +11.5% | -8.2% | +2.2% |
| 30D | +17.9% | -15.8% | +33.7% | +19.3% |
| 3M | +19.2% | -33.3% | +52.6% | +23.3% |
| 6M | +31.7% | -35.2% | +66.9% | +35.0% |
| YTD | +82.5% | +5.0% | +77.4% | +72.3% |
| 1Y | +78.4% | +8.5% | +70.0% | +67.5% |
| 3Y | +177.0% | +152.9% | +24.1% | +120.3% |
| 5Y | +86.5% | +144.6% | -58.2% | +45.0% |
| All | +79.1% | +231.8% | -152.6% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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