+56.1%
RPRX vs RVTY
+27.4%
+28.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -2.9% | -4.9% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | +7.2% | +10.8% | -3.7% | +5.5% |
| 3M | +10.9% | +26.8% | -15.9% | +6.8% |
| 6M | +34.6% | +39.3% | -4.8% | +27.3% |
| YTD | +59.0% | +31.6% | +27.3% | +51.2% |
| 1Y | +72.5% | +47.7% | +24.8% | +60.7% |
| 3Y | +124.1% | +19.9% | +104.2% | +111.9% |
| 5Y | +75.9% | -32.3% | +108.3% | +77.7% |
| All | +56.1% | +27.4% | +28.7% | +49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling