+47.4%
RPRX vs SOXQ
+286.7%
-239.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -8.4% | +0.8% | -9.1% | -8.4% |
| 30D | -0.6% | -4.6% | +3.9% | -0.3% |
| 3M | +6.4% | -10.2% | +16.6% | +6.9% |
| 6M | +26.6% | +49.7% | -23.1% | +19.1% |
| YTD | +53.8% | +67.2% | -13.5% | +42.6% |
| 1Y | +62.8% | +98.0% | -35.2% | +47.7% |
| 3Y | +118.0% | +237.2% | -119.1% | +76.5% |
| 5Y | +71.2% | +261.3% | -190.1% | +30.3% |
| All | +47.4% | +286.7% | -239.3% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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