+75.9%
RPRX vs IOVA
-63.5%
+139.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.2% | -5.2% |
| 7D | -2.8% | +5.1% | -7.8% | -3.0% |
| 30D | +7.2% | +37.2% | -30.1% | +5.8% |
| 3M | +10.9% | +117.5% | -106.6% | +7.1% |
| 6M | +34.6% | +69.6% | -35.0% | +30.6% |
| YTD | +59.0% | +218.7% | -159.7% | +50.2% |
| 1Y | +72.5% | +265.5% | -193.0% | +61.6% |
| 3Y | +124.1% | +46.2% | +77.9% | +108.1% |
| 5Y | +75.9% | -63.2% | +139.2% | +60.2% |
| All | +75.9% | -63.5% | +139.4% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 5y: compounded portfolio wealth divided by compounded IOVA 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…
5y analysis · Full analysis span regression · 6 months rolling