+84.4%
RPRX vs NIO
-90.7%
+175.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | +5.1% | -13.0% | +18.2% | +6.1% |
| 30D | +11.2% | -18.3% | +29.5% | +12.7% |
| 3M | +16.7% | -33.2% | +49.9% | +19.7% |
| 6M | +36.0% | -21.5% | +57.5% | +37.5% |
| YTD | +67.8% | -25.5% | +93.3% | +70.0% |
| 1Y | +76.7% | -38.0% | +114.7% | +80.6% |
| 3Y | +128.1% | -65.5% | +193.6% | +136.7% |
| All | +84.4% | -90.7% | +175.1% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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