+80.3%
RPRX vs PFG
+217.6%
-137.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | +3.6% | -2.2% | +5.9% | +4.1% |
| 30D | +21.2% | +6.4% | +14.8% | +19.5% |
| 3M | +21.6% | +2.2% | +19.4% | +20.8% |
| 6M | +36.7% | +16.3% | +20.4% | +31.8% |
| YTD | +83.7% | +33.2% | +50.4% | +71.5% |
| 1Y | +83.2% | +40.6% | +42.6% | +68.9% |
| 3Y | +177.7% | +83.3% | +94.3% | +137.8% |
| 5Y | +95.8% | +97.7% | -1.9% | +63.6% |
| All | +80.3% | +217.6% | -137.3% | +42.0% |
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 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