+177.0%
RPRX vs CASY
+161.8%
+15.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.8% |
| 7D | +3.3% | +3.6% | -0.2% | +3.0% |
| 30D | +17.9% | +9.1% | +8.8% | +17.0% |
| 3M | +19.2% | -16.5% | +35.8% | +20.7% |
| 6M | +31.7% | -19.7% | +51.4% | +34.1% |
| YTD | +82.5% | +29.3% | +53.2% | +77.3% |
| 1Y | +78.4% | +33.1% | +45.3% | +72.8% |
| 3Y | +177.0% | +158.5% | +18.4% | +137.4% |
| All | +177.0% | +161.8% | +15.2% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 3y: compounded portfolio wealth divided by compounded CASY 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…
3y analysis · Full analysis span regression · 6 months rolling