+51.0%
RPRX vs HRB
+214.5%
-163.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.3% |
| 7D | -8.4% | -8.0% | -0.3% | -7.7% |
| 30D | -0.6% | -16.0% | +15.3% | +0.8% |
| 3M | +6.4% | +26.9% | -20.4% | +4.2% |
| 6M | +26.6% | +51.1% | -24.5% | +21.8% |
| YTD | +53.8% | +7.1% | +46.7% | +52.9% |
| 1Y | +62.8% | -9.6% | +72.4% | +64.8% |
| 3Y | +118.0% | +25.4% | +92.6% | +111.8% |
| 5Y | +71.2% | +114.9% | -43.7% | +60.0% |
| All | +51.0% | +214.5% | -163.5% | +47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling