+87.5%
RPRX vs RBA
+45.7%
+41.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | +3.3% | +1.7% | +1.6% | +3.2% |
| 30D | +17.9% | +8.3% | +9.5% | +16.9% |
| 3M | +19.2% | +10.5% | +8.7% | +17.9% |
| 6M | +31.7% | -5.9% | +37.6% | +31.9% |
| YTD | +82.5% | -6.9% | +89.3% | +82.3% |
| 1Y | +78.4% | -4.9% | +83.3% | +77.8% |
| 3Y | +177.0% | +64.5% | +112.5% | +151.7% |
| All | +87.5% | +45.7% | +41.7% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling