+124.1%
RPRX vs LPLA
+50.5%
+73.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.7% | -5.2% |
| 7D | -2.8% | -2.1% | -0.7% | -2.7% |
| 30D | +7.2% | -3.3% | +10.5% | +7.2% |
| 3M | +10.9% | +23.5% | -12.6% | +10.3% |
| 6M | +34.6% | +12.0% | +22.6% | +34.1% |
| YTD | +59.0% | -1.7% | +60.6% | +58.9% |
| 1Y | +72.5% | +3.2% | +69.3% | +72.2% |
| 3Y | +124.1% | +46.2% | +77.9% | +126.9% |
| All | +124.1% | +50.5% | +73.6% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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