+56.1%
RPRX vs PFG
+215.8%
-159.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -4.0% | +3.2% | -7.2% | -4.7% |
| 30D | +4.9% | +0.9% | +4.0% | +4.7% |
| 3M | +9.4% | +7.7% | +1.6% | +7.4% |
| 6M | +33.3% | +29.0% | +4.3% | +25.7% |
| YTD | +59.0% | +32.5% | +26.5% | +48.8% |
| 1Y | +69.2% | +47.3% | +21.9% | +54.4% |
| 3Y | +124.1% | +68.2% | +55.9% | +95.8% |
| 5Y | +77.9% | +108.5% | -30.6% | +47.7% |
| All | +56.1% | +215.8% | -159.7% | +23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling