+95.2%
RPRX vs BBWI
-67.1%
+162.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +2.0% |
| 7D | +3.4% | -6.2% | +9.5% | +4.0% |
| 30D | +20.8% | +25.5% | -4.7% | +18.3% |
| 3M | +21.6% | +8.0% | +13.7% | +20.4% |
| 6M | +36.5% | +12.7% | +23.9% | +34.1% |
| YTD | +80.4% | +11.6% | +68.8% | +76.3% |
| 1Y | +81.8% | -0.9% | +82.7% | +79.0% |
| 3Y | +170.9% | -22.7% | +193.6% | +166.0% |
| 5Y | +95.2% | -67.2% | +162.4% | +102.8% |
| All | +95.2% | -67.1% | +162.3% | +102.8% |
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