+124.1%
RPRX vs IBN
+29.3%
+94.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.7% | -4.7% |
| 7D | -2.8% | -2.2% | -0.6% | -2.3% |
| 30D | +7.2% | -2.3% | +9.4% | +7.7% |
| 3M | +10.9% | +15.9% | -5.0% | +7.5% |
| 6M | +34.6% | +5.6% | +29.0% | +32.7% |
| YTD | +59.0% | -0.1% | +59.0% | +58.4% |
| 1Y | +72.5% | -6.5% | +79.1% | +74.0% |
| 3Y | +124.1% | +29.3% | +94.8% | +102.5% |
| All | +124.1% | +29.3% | +94.8% | +102.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling