+139.3%
RPRX vs CASY
+220.7%
-81.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +11.2% | -11.3% | +22.5% | +12.2% |
| 3M | +16.7% | -0.6% | +17.4% | +16.5% |
| 6M | +36.0% | +10.7% | +25.3% | +34.3% |
| YTD | +67.8% | +37.1% | +30.7% | +62.7% |
| 1Y | +76.7% | +52.3% | +24.4% | +69.3% |
| All | +139.3% | +220.7% | -81.5% | +110.7% |
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