+78.9%
RPRX vs BUD
+73.3%
+5.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.7% |
| 7D | +4.6% | +6.0% | -1.4% | +3.3% |
| 30D | +22.0% | +11.3% | +10.7% | +19.1% |
| 3M | +20.3% | +3.6% | +16.7% | +19.2% |
| 6M | +37.9% | +7.7% | +30.2% | +35.3% |
| YTD | +82.2% | +36.4% | +45.8% | +69.4% |
| 1Y | +83.7% | +37.8% | +45.8% | +70.3% |
| 3Y | +175.4% | +51.2% | +124.2% | +148.4% |
| 5Y | +87.7% | +53.4% | +34.3% | +65.9% |
| All | +78.9% | +73.3% | +5.6% | +54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling