+89.8%
RPRX vs RBA
+37.7%
+52.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | +0.2% | +4.3% | -4.1% | -0.3% |
| 30D | +18.6% | +16.3% | +2.3% | +16.7% |
| 3M | +18.0% | +1.3% | +16.7% | +17.7% |
| 6M | +33.8% | -11.1% | +44.9% | +34.9% |
| YTD | +76.6% | -8.5% | +85.0% | +76.7% |
| 1Y | +68.2% | -2.1% | +70.4% | +66.8% |
| 3Y | +161.5% | +44.6% | +117.0% | +142.1% |
| All | +89.8% | +37.7% | +52.1% | +80.2% |
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