+51.0%
RPRX vs SONY
+74.8%
-23.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | -0.5% |
| 7D | -8.4% | -2.7% | -5.7% | -7.9% |
| 30D | -0.6% | +1.5% | -2.2% | -0.9% |
| 3M | +6.4% | +13.0% | -6.6% | +4.2% |
| 6M | +26.6% | +11.2% | +15.4% | +23.9% |
| YTD | +53.8% | -6.6% | +60.4% | +54.7% |
| 1Y | +62.8% | -18.1% | +80.9% | +67.1% |
| 3Y | +118.0% | +42.1% | +76.0% | +98.9% |
| 5Y | +71.2% | +11.0% | +60.1% | +61.2% |
| All | +51.0% | +74.8% | -23.8% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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