+64.8%
RPRX vs RGEN
+44.9%
+19.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +5.1% | -4.9% | +10.0% | +5.7% |
| 30D | +11.2% | +5.7% | +5.5% | +10.4% |
| 3M | +16.7% | +32.4% | -15.7% | +12.6% |
| 6M | +36.0% | +33.2% | +2.8% | +30.6% |
| YTD | +67.8% | +2.3% | +65.5% | +66.1% |
| 1Y | +76.7% | +39.0% | +37.7% | +68.0% |
| 3Y | +128.1% | -4.6% | +132.7% | +120.7% |
| 5Y | +82.9% | -42.7% | +125.6% | +83.2% |
| All | +64.8% | +44.9% | +19.8% | +35.7% |
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