+75.9%
RPRX vs BBWI
-66.8%
+142.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.1% | -5.0% |
| 7D | -2.8% | +1.6% | -4.3% | -2.9% |
| 30D | +7.2% | -6.2% | +13.4% | +7.6% |
| 3M | +10.9% | +4.3% | +6.5% | +10.0% |
| 6M | +34.6% | -7.2% | +41.7% | +34.4% |
| YTD | +59.0% | -3.0% | +62.0% | +57.6% |
| 1Y | +72.5% | -30.8% | +103.3% | +76.4% |
| 3Y | +124.1% | -43.4% | +167.5% | +127.8% |
| 5Y | +75.9% | -66.7% | +142.6% | +87.5% |
| All | +75.9% | -66.8% | +142.7% | +87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling