+117.7%
RPRX vs LTH
+183.0%
-65.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.2% |
| 7D | +3.4% | +7.0% | -3.6% | +2.6% |
| 30D | +20.8% | +15.4% | +5.4% | +18.9% |
| 3M | +21.6% | +7.0% | +14.6% | +20.6% |
| 6M | +36.5% | +46.9% | -10.3% | +30.7% |
| YTD | +80.4% | +76.4% | +4.0% | +68.5% |
| 1Y | +81.8% | +83.7% | -1.9% | +69.0% |
| 3Y | +170.9% | +248.9% | -78.0% | +128.6% |
| 5Y | +95.2% | +141.8% | -46.6% | +62.5% |
| All | +117.7% | +183.0% | -65.3% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling