+76.7%
RPRX vs PFG
+51.4%
+25.3%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.3% |
| 7D | +5.1% | +5.5% | -0.4% | +4.3% |
| 30D | +11.2% | +2.4% | +8.8% | +10.8% |
| 3M | +16.7% | +13.6% | +3.1% | +14.7% |
| 6M | +36.0% | +27.9% | +8.1% | +30.8% |
| YTD | +67.8% | +35.6% | +32.3% | +60.1% |
| 1Y | +76.7% | +48.5% | +28.2% | +68.0% |
| All | +76.7% | +51.4% | +25.3% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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