+78.9%
RPRX vs RGEN
+50.4%
+28.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.3% |
| 7D | +4.6% | -2.4% | +7.0% | +4.8% |
| 30D | +22.0% | +0.1% | +21.9% | +21.8% |
| 3M | +20.3% | +6.6% | +13.7% | +19.0% |
| 6M | +37.9% | +40.9% | -3.0% | +31.5% |
| YTD | +82.2% | +6.2% | +76.0% | +79.0% |
| 1Y | +83.7% | +19.4% | +64.3% | +77.8% |
| 3Y | +175.4% | +17.9% | +157.5% | +158.8% |
| 5Y | +87.7% | -34.0% | +121.8% | +83.9% |
| All | +78.9% | +50.4% | +28.5% | +46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling