+78.9%
RPRX vs IAG
+429.1%
-350.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.6% | +1.3% |
| 7D | +4.6% | +16.8% | -12.3% | +3.8% |
| 30D | +22.0% | -1.5% | +23.5% | +21.9% |
| 3M | +20.3% | +0.5% | +19.8% | +20.0% |
| 6M | +37.9% | -1.0% | +38.9% | +37.4% |
| YTD | +82.2% | +12.3% | +69.9% | +79.4% |
| 1Y | +83.7% | +39.2% | +44.4% | +78.8% |
| 3Y | +175.4% | +712.3% | -536.8% | +135.9% |
| 5Y | +87.7% | +484.2% | -396.5% | +59.6% |
| All | +78.9% | +429.1% | -350.2% | +43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling