+56.1%
RPRX vs BBWI
+50.8%
+5.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.5% |
| 7D | -4.0% | -4.4% | +0.4% | -3.6% |
| 30D | +4.9% | -7.4% | +12.3% | +5.5% |
| 3M | +9.4% | -2.2% | +11.6% | +9.1% |
| 6M | +33.3% | -16.3% | +49.6% | +34.3% |
| YTD | +59.0% | -9.1% | +68.1% | +58.6% |
| 1Y | +69.2% | -34.5% | +103.7% | +73.2% |
| 3Y | +124.1% | -47.0% | +171.0% | +128.9% |
| 5Y | +77.9% | -68.8% | +146.7% | +86.4% |
| All | +56.1% | +50.8% | +5.3% | +54.1% |
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