+125.4%
RPRX vs SONY
+39.5%
+85.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -4.0% | -4.9% | +0.9% | -3.5% |
| 30D | +4.9% | -1.6% | +6.5% | +5.1% |
| 3M | +9.4% | +10.0% | -0.6% | +8.2% |
| 6M | +33.3% | +8.4% | +24.9% | +31.7% |
| YTD | +59.0% | -8.4% | +67.4% | +59.4% |
| 1Y | +69.2% | -18.4% | +87.6% | +71.3% |
| All | +125.4% | +39.5% | +85.9% | +111.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling