+92.2%
RPRX vs DOC
-22.1%
+114.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | +2.5% | +6.2% | -3.7% | +1.0% |
| 30D | +19.7% | +6.5% | +13.3% | +17.8% |
| 3M | +17.5% | -6.2% | +23.7% | +19.2% |
| 6M | +35.1% | +25.6% | +9.5% | +27.1% |
| YTD | +77.3% | +32.1% | +45.2% | +63.9% |
| 1Y | +70.4% | +20.3% | +50.1% | +61.6% |
| 3Y | +161.0% | +42.7% | +118.3% | +130.1% |
| 5Y | +92.2% | -22.2% | +114.3% | +112.2% |
| All | +92.2% | -22.1% | +114.2% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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