+51.0%
RPRX vs IBN
+237.2%
-186.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.6% |
| 7D | -8.4% | -3.0% | -5.4% | -7.7% |
| 30D | -0.6% | -1.5% | +0.9% | -0.3% |
| 3M | +6.4% | +7.9% | -1.5% | +4.6% |
| 6M | +26.6% | +8.6% | +18.0% | +24.1% |
| YTD | +53.8% | -0.6% | +54.3% | +53.5% |
| 1Y | +62.8% | -7.3% | +70.1% | +64.8% |
| 3Y | +118.0% | +26.2% | +91.8% | +104.1% |
| 5Y | +71.2% | +57.8% | +13.4% | +51.1% |
| All | +51.0% | +237.2% | -186.2% | +7.8% |
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