+87.5%
RPRX vs CASY
+266.7%
-179.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.7% |
| 7D | +3.3% | +3.6% | -0.2% | +2.8% |
| 30D | +17.9% | +9.1% | +8.8% | +16.5% |
| 3M | +19.2% | -16.5% | +35.8% | +21.9% |
| 6M | +31.7% | -19.7% | +51.4% | +35.3% |
| YTD | +82.5% | +29.3% | +53.2% | +73.2% |
| 1Y | +78.4% | +33.1% | +45.3% | +68.3% |
| 3Y | +177.0% | +158.5% | +18.4% | +124.8% |
| All | +87.5% | +266.7% | -179.2% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling