+56.1%
RPRX vs SONY
+72.1%
-16.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.2% | -1.1% | -4.6% |
| 7D | -2.8% | -5.2% | +2.4% | -1.9% |
| 30D | +7.2% | +0.3% | +6.9% | +7.1% |
| 3M | +10.9% | +6.2% | +4.7% | +9.6% |
| 6M | +34.6% | +9.5% | +25.0% | +32.1% |
| YTD | +59.0% | -8.1% | +67.0% | +60.3% |
| 1Y | +72.5% | -17.9% | +90.5% | +77.0% |
| 3Y | +124.1% | +41.5% | +82.6% | +104.4% |
| 5Y | +75.9% | +11.8% | +64.1% | +65.2% |
| All | +56.1% | +72.1% | -16.0% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling