+64.8%
RPRX vs EXPD
+167.3%
-102.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +5.1% | -1.1% | +6.2% | +5.3% |
| 30D | +11.2% | +4.1% | +7.1% | +10.3% |
| 3M | +16.7% | +17.9% | -1.2% | +13.0% |
| 6M | +36.0% | +29.2% | +6.8% | +29.1% |
| YTD | +67.8% | +27.4% | +40.4% | +58.8% |
| 1Y | +76.7% | +56.8% | +19.9% | +59.3% |
| 3Y | +128.1% | +68.0% | +60.1% | +99.5% |
| 5Y | +82.9% | +61.9% | +21.0% | +58.9% |
| All | +64.8% | +167.3% | -102.5% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling