+56.1%
RPRX vs SHAK
+16.7%
+39.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.9% | -2.4% | -5.0% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | +7.2% | -5.2% | +12.4% | +7.7% |
| 3M | +10.9% | +27.3% | -16.4% | +8.0% |
| 6M | +34.6% | -27.9% | +62.4% | +37.6% |
| YTD | +59.0% | -17.0% | +75.9% | +59.8% |
| 1Y | +72.5% | -30.9% | +103.5% | +76.5% |
| 3Y | +124.1% | +3.4% | +120.7% | +110.7% |
| 5Y | +75.9% | -20.5% | +96.4% | +65.0% |
| All | +56.1% | +16.7% | +39.4% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling