+80.3%
RPRX vs IBN
+298.5%
-218.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +3.6% | +11.1% | -7.5% | +1.2% |
| 30D | +21.2% | +23.9% | -2.7% | +15.6% |
| 3M | +21.6% | +16.3% | +5.3% | +17.6% |
| 6M | +36.7% | +34.2% | +2.5% | +28.0% |
| YTD | +83.7% | +17.6% | +66.1% | +76.7% |
| 1Y | +83.2% | +13.8% | +69.3% | +77.4% |
| 3Y | +177.7% | +57.0% | +120.7% | +147.6% |
| 5Y | +95.8% | +75.3% | +20.5% | +68.6% |
| All | +80.3% | +298.5% | -218.2% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling