+77.6%
RPRX vs IAG
+25.8%
+51.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.7% | -1.3% |
| 7D | +2.1% | -2.1% | +4.1% | +2.1% |
| 30D | +21.9% | -6.2% | +28.1% | +22.0% |
| 3M | +16.9% | -5.1% | +22.1% | +17.1% |
| 6M | +34.5% | -10.0% | +44.5% | +35.0% |
| YTD | +80.9% | +3.9% | +77.0% | +77.3% |
| 1Y | +77.6% | +18.9% | +58.7% | +69.2% |
| All | +77.6% | +25.8% | +51.7% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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