+75.9%
RPRX vs RGEN
-42.7%
+118.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.8% | -5.3% |
| 7D | -2.8% | -0.9% | -1.9% | -2.7% |
| 30D | +7.2% | +2.8% | +4.3% | +6.8% |
| 3M | +10.9% | +34.5% | -23.6% | +7.2% |
| 6M | +34.6% | +40.5% | -5.9% | +29.0% |
| YTD | +59.0% | +2.8% | +56.1% | +57.4% |
| 1Y | +72.5% | +39.6% | +32.9% | +64.8% |
| 3Y | +124.1% | +4.4% | +119.7% | +115.1% |
| 5Y | +75.9% | -42.8% | +118.7% | +70.9% |
| All | +75.9% | -42.7% | +118.6% | +70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling