+56.1%
RPRX vs RBA
+120.8%
-64.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.3% | -5.0% |
| 7D | -2.8% | -1.1% | -1.7% | -2.6% |
| 30D | +7.2% | -13.2% | +20.4% | +8.9% |
| 3M | +10.9% | -21.4% | +32.2% | +13.6% |
| 6M | +34.6% | -20.9% | +55.4% | +37.6% |
| YTD | +59.0% | -19.9% | +78.8% | +61.9% |
| 1Y | +72.5% | -28.7% | +101.2% | +78.5% |
| 3Y | +124.1% | +27.4% | +96.7% | +110.1% |
| 5Y | +75.9% | +41.7% | +34.2% | +58.9% |
| All | +56.1% | +120.8% | -64.7% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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