+56.1%
RPRX vs TAP
+16.1%
+40.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -4.8% |
| 7D | -2.8% | -2.3% | -0.5% | -2.5% |
| 30D | +7.2% | -9.4% | +16.6% | +8.4% |
| 3M | +10.9% | -0.8% | +11.7% | +10.8% |
| 6M | +34.6% | -14.7% | +49.3% | +36.8% |
| YTD | +59.0% | -13.9% | +72.9% | +61.2% |
| 1Y | +72.5% | -18.6% | +91.2% | +76.0% |
| 3Y | +124.1% | -32.0% | +156.1% | +132.6% |
| 5Y | +75.9% | -1.0% | +76.9% | +73.9% |
| All | +56.1% | +16.1% | +40.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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