+78.9%
RPRX vs BBWI
+84.3%
-5.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.0% |
| 7D | +4.6% | -4.2% | +8.8% | +5.0% |
| 30D | +22.0% | +24.9% | -2.9% | +19.7% |
| 3M | +20.3% | +13.2% | +7.1% | +18.7% |
| 6M | +37.9% | +12.1% | +25.8% | +35.6% |
| YTD | +82.2% | +11.1% | +71.1% | +78.5% |
| 1Y | +83.7% | +0.7% | +83.0% | +80.7% |
| 3Y | +175.4% | -23.8% | +199.2% | +172.1% |
| 5Y | +87.7% | -66.9% | +154.7% | +95.0% |
| All | +78.9% | +84.3% | -5.4% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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