+77.7%
RPRX vs BUD
+68.8%
+8.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +2.1% | -1.6% | +3.7% | +2.4% |
| 30D | +21.9% | +6.7% | +15.3% | +20.1% |
| 3M | +16.9% | +5.9% | +11.0% | +15.3% |
| 6M | +34.5% | +5.1% | +29.5% | +32.7% |
| YTD | +80.9% | +32.9% | +48.1% | +69.2% |
| 1Y | +77.6% | +31.8% | +45.8% | +66.2% |
| 3Y | +173.5% | +47.4% | +126.2% | +148.0% |
| 5Y | +84.9% | +50.8% | +34.1% | +64.0% |
| All | +77.7% | +68.8% | +8.8% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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