+82.0%
RPRX vs HRB
+16.9%
+65.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.6% | +1.5% |
| 7D | +4.2% | +16.0% | -11.8% | +3.5% |
| 30D | +19.2% | +32.1% | -12.8% | +17.9% |
| 3M | +18.0% | +21.5% | -3.5% | +17.1% |
| 6M | +35.7% | +82.1% | -46.4% | +35.8% |
| YTD | +77.2% | +31.6% | +45.6% | +80.8% |
| 1Y | +82.0% | +15.9% | +66.1% | +91.1% |
| All | +82.0% | +16.9% | +65.1% | +91.1% |
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