+74.1%
RPRX vs EXPD
+167.4%
-93.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.8% |
| 7D | +2.5% | -4.8% | +7.3% | +3.4% |
| 30D | +19.7% | -1.5% | +21.2% | +20.0% |
| 3M | +17.5% | +4.1% | +13.4% | +16.4% |
| 6M | +35.1% | +24.0% | +11.1% | +29.3% |
| YTD | +77.3% | +27.4% | +49.9% | +67.6% |
| 1Y | +70.4% | +38.4% | +32.0% | +58.1% |
| 3Y | +161.0% | +73.2% | +87.8% | +126.3% |
| 5Y | +92.2% | +59.9% | +32.3% | +67.6% |
| All | +74.1% | +167.4% | -93.3% | +33.0% |
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