+51.3%
RPRX vs HBM
+803.5%
-752.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.5% | +4.5% | -2.5% |
| 7D | -8.0% | -3.7% | -4.3% | -7.8% |
| 30D | +2.1% | -3.7% | +5.7% | +2.2% |
| 3M | +8.2% | +8.0% | +0.2% | +7.2% |
| 6M | +28.9% | +15.8% | +13.1% | +26.4% |
| YTD | +54.1% | +34.4% | +19.8% | +48.9% |
| 1Y | +65.5% | +98.2% | -32.6% | +54.7% |
| 3Y | +117.3% | +476.6% | -359.3% | +81.7% |
| 5Y | +71.6% | +331.1% | -259.5% | +44.5% |
| All | +51.3% | +803.5% | -752.1% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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