+77.9%
RPRX vs HRB
+108.2%
-30.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.5% | +1.2% | -4.5% |
| 7D | -2.8% | -9.1% | +6.3% | -1.6% |
| 30D | +7.2% | +0.3% | +6.9% | +6.9% |
| 3M | +10.9% | +23.4% | -12.5% | +7.7% |
| 6M | +34.6% | +45.1% | -10.6% | +27.7% |
| YTD | +59.0% | +8.9% | +50.1% | +57.6% |
| 1Y | +72.5% | -7.9% | +80.4% | +76.1% |
| 3Y | +124.1% | +27.9% | +96.2% | +110.4% |
| All | +77.9% | +108.2% | -30.4% | +40.2% |
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 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