+87.5%
RPRX vs SONY
+12.1%
+75.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | +3.3% | +0.3% | +3.1% | +3.3% |
| 30D | +17.9% | +11.1% | +6.8% | +16.1% |
| 3M | +19.2% | +14.7% | +4.6% | +16.9% |
| 6M | +31.7% | +18.8% | +12.9% | +28.2% |
| YTD | +82.5% | +5.7% | +76.7% | +80.0% |
| 1Y | +78.4% | -8.1% | +86.5% | +79.4% |
| 3Y | +177.0% | +64.0% | +113.0% | +150.6% |
| All | +87.5% | +12.1% | +75.4% | +70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling