+56.1%
RPRX vs RVTY
+24.2%
+31.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.4% |
| 7D | -4.0% | -5.4% | +1.4% | -3.2% |
| 30D | +4.9% | +6.7% | -1.8% | +3.9% |
| 3M | +9.4% | +19.0% | -9.7% | +6.3% |
| 6M | +33.3% | +34.6% | -1.4% | +26.8% |
| YTD | +59.0% | +28.3% | +30.7% | +51.8% |
| 1Y | +69.2% | +46.0% | +23.2% | +57.9% |
| 3Y | +124.1% | +16.9% | +107.2% | +112.7% |
| 5Y | +77.9% | -32.9% | +110.8% | +80.2% |
| All | +56.1% | +24.2% | +31.9% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RVTY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling