+76.7%
RPRX vs BURL
-9.5%
+86.2%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | +0.1% |
| 7D | +5.1% | -2.8% | +7.9% | +5.2% |
| 30D | +11.2% | -28.2% | +39.4% | +11.9% |
| 3M | +16.7% | -17.6% | +34.3% | +17.1% |
| 6M | +36.0% | -11.8% | +47.8% | +36.6% |
| YTD | +67.8% | -8.1% | +75.9% | +68.7% |
| 1Y | +76.7% | -12.0% | +88.6% | +79.6% |
| All | +76.7% | -9.5% | +86.2% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling