+73.4%
RPRX vs EXR
+102.3%
-29.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +0.2% | +5.2% | -5.0% | -0.9% |
| 30D | +18.6% | +20.9% | -2.3% | +13.8% |
| 3M | +18.0% | +7.7% | +10.3% | +16.0% |
| 6M | +33.8% | +13.2% | +20.6% | +30.1% |
| YTD | +76.6% | +26.5% | +50.1% | +67.2% |
| 1Y | +68.2% | +27.2% | +41.0% | +59.0% |
| 3Y | +161.5% | +71.5% | +90.0% | +130.1% |
| 5Y | +91.4% | +0.4% | +91.0% | +85.7% |
| All | +73.4% | +102.3% | -29.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling