+77.0%
RPRX vs BTG
+80.2%
-3.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.1% |
| 7D | -4.0% | +2.4% | -6.4% | -4.1% |
| 30D | +4.9% | +9.5% | -4.5% | +4.4% |
| 3M | +9.4% | +38.5% | -29.1% | +7.2% |
| 6M | +33.3% | +5.6% | +27.6% | +32.4% |
| YTD | +59.0% | +23.9% | +35.0% | +55.7% |
| 1Y | +69.2% | +32.1% | +37.1% | +64.0% |
| 3Y | +124.1% | +103.2% | +20.9% | +106.3% |
| All | +77.0% | +80.2% | -3.2% | +67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling