+64.8%
RPRX vs HRB
+241.9%
-177.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +0.4% |
| 7D | +5.1% | -5.7% | +10.8% | +5.6% |
| 30D | +11.2% | +7.9% | +3.3% | +10.4% |
| 3M | +16.7% | +32.1% | -15.4% | +13.8% |
| 6M | +36.0% | +62.2% | -26.2% | +30.0% |
| YTD | +67.8% | +16.4% | +51.4% | +65.6% |
| 1Y | +76.7% | -0.3% | +77.0% | +77.3% |
| 3Y | +128.1% | +36.0% | +92.1% | +120.0% |
| 5Y | +82.9% | +125.2% | -42.3% | +69.4% |
| All | +64.8% | +241.9% | -177.2% | +59.6% |
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