+77.9%
RPRX vs AEIS
+238.7%
-160.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -4.0% | +6.5% | -10.5% | -4.6% |
| 30D | +4.9% | -9.2% | +14.1% | +5.7% |
| 3M | +9.4% | -8.3% | +17.7% | +8.9% |
| 6M | +33.3% | -6.3% | +39.6% | +31.3% |
| YTD | +59.0% | +36.5% | +22.5% | +48.2% |
| 1Y | +69.2% | +84.8% | -15.5% | +51.1% |
| 3Y | +124.1% | +176.6% | -52.5% | +83.8% |
| 5Y | +77.9% | +237.1% | -159.2% | +34.2% |
| All | +77.9% | +238.7% | -160.9% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling