+71.6%
RPRX vs SHAK
-27.4%
+99.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -1.0% | -2.8% |
| 7D | -8.0% | -11.0% | +2.9% | -7.0% |
| 30D | +2.1% | -14.0% | +16.1% | +3.5% |
| 3M | +8.2% | +13.3% | -5.1% | +6.6% |
| 6M | +28.9% | -35.3% | +64.2% | +33.1% |
| YTD | +54.1% | -24.0% | +78.1% | +56.2% |
| 1Y | +65.5% | -36.7% | +102.2% | +70.6% |
| 3Y | +117.3% | -5.4% | +122.7% | +104.9% |
| 5Y | +71.6% | -24.9% | +96.5% | +61.5% |
| All | +71.6% | -27.4% | +99.0% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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