+64.8%
RPRX vs IBN
+247.6%
-182.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +5.1% | +1.4% | +3.7% | +4.8% |
| 30D | +11.2% | -0.3% | +11.5% | +11.3% |
| 3M | +16.7% | +17.1% | -0.4% | +12.7% |
| 6M | +36.0% | +3.4% | +32.6% | +34.7% |
| YTD | +67.8% | +2.5% | +65.3% | +66.4% |
| 1Y | +76.7% | -4.2% | +80.9% | +77.6% |
| 3Y | +128.1% | +32.4% | +95.7% | +111.3% |
| 5Y | +82.9% | +59.2% | +23.7% | +60.9% |
| All | +64.8% | +247.6% | -182.8% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling