+78.5%
RPRX vs HRB
+248.6%
-170.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | +3.0% | -5.1% | +8.1% | +3.5% |
| 30D | +17.5% | +8.7% | +8.8% | +16.6% |
| 3M | +18.8% | -5.4% | +24.2% | +19.2% |
| 6M | +31.3% | +41.6% | -10.3% | +27.1% |
| YTD | +81.8% | +18.7% | +63.2% | +79.0% |
| 1Y | +77.8% | +16.4% | +61.4% | +75.4% |
| 3Y | +176.0% | +22.0% | +154.0% | +169.1% |
| 5Y | +85.8% | +141.2% | -55.4% | +72.2% |
| All | +78.5% | +248.6% | -170.0% | +72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling