+71.6%
RPRX vs SOXQ
+251.3%
-179.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -2.8% |
| 7D | -8.0% | +2.3% | -10.4% | -8.2% |
| 30D | +2.1% | -3.9% | +6.0% | +2.4% |
| 3M | +8.2% | -4.7% | +12.9% | +7.9% |
| 6M | +28.9% | +47.9% | -19.0% | +21.2% |
| YTD | +54.1% | +64.3% | -10.2% | +42.8% |
| 1Y | +65.5% | +95.7% | -30.2% | +49.8% |
| 3Y | +117.3% | +231.5% | -114.2% | +74.6% |
| 5Y | +71.6% | +255.0% | -183.4% | +24.3% |
| All | +71.6% | +251.3% | -179.7% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling