+56.1%
RPRX vs INVH
+15.6%
+40.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -4.0% | -2.3% | -1.7% | -3.4% |
| 30D | +4.9% | -5.7% | +10.7% | +6.7% |
| 3M | +9.4% | -4.5% | +13.8% | +10.6% |
| 6M | +33.3% | +11.0% | +22.3% | +29.0% |
| YTD | +59.0% | +3.7% | +55.3% | +56.6% |
| 1Y | +69.2% | -2.8% | +72.1% | +69.8% |
| 3Y | +124.1% | -7.1% | +131.2% | +125.2% |
| 5Y | +77.9% | -19.4% | +97.3% | +85.3% |
| All | +56.1% | +15.6% | +40.5% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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