+64.8%
RPRX vs PFG
+223.1%
-158.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.5% |
| 7D | +5.1% | +5.5% | -0.4% | +3.8% |
| 30D | +11.2% | +2.4% | +8.8% | +10.5% |
| 3M | +16.7% | +13.6% | +3.1% | +13.3% |
| 6M | +36.0% | +27.9% | +8.1% | +28.5% |
| YTD | +67.8% | +35.6% | +32.3% | +56.2% |
| 1Y | +76.7% | +48.5% | +28.2% | +60.9% |
| 3Y | +128.1% | +66.9% | +61.2% | +99.7% |
| 5Y | +82.9% | +111.0% | -28.1% | +51.3% |
| All | +64.8% | +223.1% | -158.4% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling