+77.7%
RPRX vs RGEN
+44.0%
+33.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -1.1% |
| 7D | +2.1% | -1.2% | +3.2% | +2.2% |
| 30D | +21.9% | -5.1% | +27.0% | +22.5% |
| 3M | +16.9% | +0.5% | +16.4% | +16.4% |
| 6M | +34.5% | +46.6% | -12.1% | +27.7% |
| YTD | +80.9% | +1.6% | +79.3% | +78.7% |
| 1Y | +77.6% | +5.4% | +72.2% | +74.5% |
| 3Y | +173.5% | +12.8% | +160.7% | +158.3% |
| 5Y | +84.9% | -35.6% | +120.5% | +81.5% |
| All | +77.7% | +44.0% | +33.7% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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