+51.0%
RPRX vs BTG
+30.7%
+20.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -8.4% | -3.8% | -4.6% | -8.1% |
| 30D | -0.6% | +3.6% | -4.3% | -0.9% |
| 3M | +6.4% | +32.0% | -25.6% | +4.4% |
| 6M | +26.6% | +3.4% | +23.2% | +25.8% |
| YTD | +53.8% | +20.8% | +33.0% | +50.5% |
| 1Y | +62.8% | +22.4% | +40.4% | +58.4% |
| 3Y | +118.0% | +91.7% | +26.3% | +101.3% |
| 5Y | +71.2% | +79.0% | -7.8% | +57.8% |
| All | +51.0% | +30.7% | +20.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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