+52.3%
RPRX vs SOXQ
+288.7%
-236.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.3% | -6.6% | -5.4% |
| 7D | -2.8% | +5.3% | -8.1% | -3.2% |
| 30D | +7.2% | -3.7% | +10.9% | +7.5% |
| 3M | +10.9% | -7.8% | +18.7% | +11.0% |
| 6M | +34.6% | +58.4% | -23.8% | +25.8% |
| YTD | +59.0% | +68.1% | -9.2% | +47.3% |
| 1Y | +72.5% | +105.4% | -32.8% | +55.8% |
| 3Y | +124.1% | +239.2% | -115.1% | +81.3% |
| 5Y | +75.9% | +266.9% | -191.0% | +34.0% |
| All | +52.3% | +288.7% | -236.4% | +17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling