+56.1%
RPRX vs BWA
+130.4%
-74.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | +4.9% | -5.6% | +10.5% | +5.8% |
| 3M | +9.4% | -10.7% | +20.1% | +11.1% |
| 6M | +33.3% | +23.2% | +10.1% | +27.8% |
| YTD | +59.0% | +46.0% | +13.0% | +46.7% |
| 1Y | +69.2% | +51.2% | +18.1% | +55.0% |
| 3Y | +124.1% | +69.6% | +54.5% | +97.9% |
| 5Y | +77.9% | +86.6% | -8.7% | +50.6% |
| All | +56.1% | +130.4% | -74.3% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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