+84.4%
RPRX vs RACE
+93.6%
-9.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.5% |
| 7D | +5.1% | -2.5% | +7.6% | +5.6% |
| 30D | +11.2% | +0.8% | +10.4% | +11.0% |
| 3M | +16.7% | +17.2% | -0.4% | +12.7% |
| 6M | +36.0% | +13.6% | +22.4% | +31.8% |
| YTD | +67.8% | +12.2% | +55.6% | +62.6% |
| 1Y | +76.7% | -16.3% | +93.0% | +81.7% |
| 3Y | +128.1% | +36.4% | +91.7% | +99.7% |
| All | +84.4% | +93.6% | -9.1% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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