+77.8%
RPRX vs HRB
+13.5%
+64.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | +3.0% | -5.1% | +8.1% | +3.2% |
| 30D | +17.5% | +8.7% | +8.8% | +17.2% |
| 3M | +18.8% | -5.4% | +24.2% | +18.6% |
| 6M | +31.3% | +41.6% | -10.3% | +31.9% |
| YTD | +81.8% | +18.7% | +63.2% | +80.3% |
| 1Y | +77.8% | +16.4% | +61.4% | +76.2% |
| All | +77.8% | +13.5% | +64.3% | +76.2% |
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