+95.8%
RPRX vs HBM
+210.2%
-114.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +3.6% | -1.3% | +4.9% | +3.7% |
| 30D | +21.2% | -14.8% | +36.0% | +22.2% |
| 3M | +21.6% | -20.7% | +42.3% | +23.1% |
| 6M | +36.7% | -13.9% | +50.6% | +36.8% |
| YTD | +83.7% | +10.6% | +73.1% | +79.0% |
| 1Y | +83.2% | +32.4% | +50.8% | +75.8% |
| 3Y | +177.7% | +432.0% | -254.3% | +127.7% |
| 5Y | +95.8% | +205.5% | -109.7% | +70.7% |
| All | +95.8% | +210.2% | -114.4% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling