+56.1%
RPRX vs ALK
+0.6%
+55.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.2% | -4.9% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | +7.2% | -18.5% | +25.6% | +9.8% |
| 3M | +10.9% | -3.6% | +14.4% | +10.7% |
| 6M | +34.6% | -3.7% | +38.2% | +33.7% |
| YTD | +59.0% | -19.0% | +78.0% | +60.9% |
| 1Y | +72.5% | -36.0% | +108.6% | +79.7% |
| 3Y | +124.1% | +2.3% | +121.8% | +111.7% |
| 5Y | +75.9% | -27.8% | +103.7% | +72.1% |
| All | +56.1% | +0.6% | +55.5% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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