+77.7%
RPRX vs HBM
+632.9%
-555.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.4% |
| 7D | +2.1% | +5.1% | -3.0% | +1.7% |
| 30D | +21.9% | -15.8% | +37.7% | +23.1% |
| 3M | +16.9% | -22.4% | +39.3% | +18.5% |
| 6M | +34.5% | -20.2% | +54.8% | +35.4% |
| YTD | +80.9% | +9.0% | +71.9% | +76.8% |
| 1Y | +77.6% | +27.4% | +50.2% | +71.3% |
| 3Y | +173.5% | +424.2% | -250.7% | +129.2% |
| 5Y | +84.9% | +196.1% | -111.2% | +59.4% |
| All | +77.7% | +632.9% | -555.3% | +37.2% |
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