+62.8%
RPRX vs SONY
-16.9%
+79.7%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | -0.4% |
| 7D | -8.4% | -2.7% | -5.7% | -8.0% |
| 30D | -0.6% | +1.5% | -2.2% | -0.8% |
| 3M | +6.4% | +13.0% | -6.6% | +4.7% |
| 6M | +26.6% | +11.2% | +15.4% | +23.9% |
| YTD | +53.8% | -6.6% | +60.4% | +52.2% |
| 1Y | +62.8% | -18.1% | +80.9% | +62.3% |
| All | +62.8% | -16.9% | +79.7% | +62.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling