+56.1%
RPRX vs BUD
+60.6%
-4.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.1% |
| 7D | -2.8% | +0.8% | -3.5% | -2.9% |
| 30D | +7.2% | -4.8% | +12.0% | +8.3% |
| 3M | +10.9% | +1.4% | +9.5% | +10.5% |
| 6M | +34.6% | +9.9% | +24.7% | +31.4% |
| YTD | +59.0% | +26.3% | +32.6% | +50.4% |
| 1Y | +72.5% | +36.1% | +36.4% | +60.5% |
| 3Y | +124.1% | +48.6% | +75.5% | +102.6% |
| 5Y | +75.9% | +45.0% | +30.9% | +57.4% |
| All | +56.1% | +60.6% | -4.5% | +36.8% |
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