+87.5%
RPRX vs EXR
-1.8%
+89.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +3.3% | -0.4% | +3.8% | +3.4% |
| 30D | +17.9% | +18.2% | -0.3% | +13.2% |
| 3M | +19.2% | +7.3% | +11.9% | +17.1% |
| 6M | +31.7% | +13.8% | +17.9% | +27.5% |
| YTD | +82.5% | +25.9% | +56.5% | +71.9% |
| 1Y | +78.4% | +25.8% | +52.6% | +68.1% |
| 3Y | +177.0% | +53.7% | +123.2% | +145.4% |
| All | +87.5% | -1.8% | +89.2% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling