+84.9%
RPRX vs HRB
+143.9%
-59.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +2.1% | -7.8% | +9.9% | +3.1% |
| 30D | +21.9% | +15.7% | +6.2% | +19.7% |
| 3M | +16.9% | -5.5% | +22.4% | +17.4% |
| 6M | +34.5% | +41.1% | -6.6% | +28.5% |
| YTD | +80.9% | +20.4% | +60.6% | +77.2% |
| 1Y | +77.6% | +15.2% | +62.3% | +75.1% |
| 3Y | +173.5% | +24.3% | +149.2% | +160.8% |
| 5Y | +84.9% | +144.7% | -59.8% | +48.8% |
| All | +84.9% | +143.9% | -59.0% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling