+64.8%
RPRX vs IOVA
-71.3%
+136.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | +5.1% | +9.7% | -4.6% | +4.6% |
| 30D | +11.2% | +102.5% | -91.3% | +6.8% |
| 3M | +16.7% | +100.7% | -84.0% | +11.8% |
| 6M | +36.0% | +106.3% | -70.3% | +29.4% |
| YTD | +67.8% | +222.0% | -154.2% | +55.4% |
| 1Y | +76.7% | +299.5% | -222.9% | +60.8% |
| 3Y | +128.1% | +42.9% | +85.2% | +106.4% |
| 5Y | +82.9% | -65.0% | +147.9% | +76.8% |
| All | +64.8% | -71.3% | +136.0% | +59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling