+65.5%
RPRX vs MTB
+22.5%
+43.0%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.5% | -3.1% |
| 7D | -8.0% | -0.4% | -7.6% | -8.0% |
| 30D | +2.1% | -4.6% | +6.7% | +2.8% |
| 3M | +8.2% | +7.4% | +0.8% | +6.8% |
| 6M | +28.9% | +18.7% | +10.2% | +25.0% |
| YTD | +54.1% | +21.1% | +33.1% | +48.6% |
| 1Y | +65.5% | +24.1% | +41.5% | +60.0% |
| All | +65.5% | +22.5% | +43.0% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling