+56.1%
RPRX vs FHN
+180.7%
-124.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -4.0% | 0.0% | -4.0% | -4.0% |
| 30D | +4.9% | -2.6% | +7.5% | +5.2% |
| 3M | +9.4% | 0.0% | +9.3% | +9.3% |
| 6M | +33.3% | +9.2% | +24.1% | +32.0% |
| YTD | +59.0% | +4.3% | +54.6% | +58.0% |
| 1Y | +69.2% | +10.8% | +58.5% | +67.0% |
| 3Y | +124.1% | +130.7% | -6.6% | +103.3% |
| 5Y | +77.9% | +87.4% | -9.5% | +63.2% |
| All | +56.1% | +180.7% | -124.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FHN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling