+87.5%
RPRX vs BTG
+30.0%
+57.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | +3.3% | -9.1% | +12.4% | +3.9% |
| 30D | +17.9% | -1.6% | +19.5% | +17.9% |
| 3M | +19.2% | -2.8% | +22.0% | +19.2% |
| 6M | +31.7% | -7.6% | +39.3% | +31.9% |
| YTD | +82.5% | +10.2% | +72.2% | +79.2% |
| 1Y | +78.4% | +21.3% | +57.2% | +73.9% |
| 3Y | +177.0% | +82.7% | +94.3% | +154.0% |
| All | +87.5% | +30.0% | +57.5% | +90.2% |
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