+78.9%
RPRX vs SPY
+159.9%
-81.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +4.6% | -0.6% | +5.2% | +4.8% |
| 30D | +22.0% | -3.7% | +25.7% | +24.0% |
| 3M | +20.3% | -2.7% | +23.0% | +21.7% |
| 6M | +37.9% | +2.2% | +35.7% | +35.8% |
| YTD | +82.2% | +10.8% | +71.4% | +71.8% |
| 1Y | +83.7% | +11.2% | +72.5% | +72.9% |
| 3Y | +175.4% | +76.5% | +99.0% | +94.6% |
| 5Y | +87.7% | +72.9% | +14.8% | +34.2% |
| All | +78.9% | +159.9% | -81.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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