+56.1%
RPRX vs AEIS
+331.2%
-275.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -4.0% | +6.5% | -10.5% | -4.7% |
| 30D | +4.9% | -9.2% | +14.1% | +5.9% |
| 3M | +9.4% | -8.3% | +17.7% | +8.9% |
| 6M | +33.3% | -6.3% | +39.6% | +31.2% |
| YTD | +59.0% | +36.5% | +22.5% | +47.2% |
| 1Y | +69.2% | +84.8% | -15.5% | +49.3% |
| 3Y | +124.1% | +176.6% | -52.5% | +80.2% |
| 5Y | +77.9% | +237.1% | -159.2% | +33.9% |
| All | +56.1% | +331.2% | -275.1% | +4.5% |
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