+76.7%
RPRX vs HRB
+1.1%
+75.6%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +0.2% |
| 7D | +5.1% | -5.7% | +10.8% | +5.3% |
| 30D | +11.2% | +7.9% | +3.3% | +10.9% |
| 3M | +16.7% | +32.1% | -15.4% | +16.0% |
| 6M | +36.0% | +62.2% | -26.2% | +35.6% |
| YTD | +67.8% | +16.4% | +51.4% | +74.6% |
| 1Y | +76.7% | -0.3% | +77.0% | +97.6% |
| All | +76.7% | +1.1% | +75.6% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling