+79.1%
RPRX vs TRU
-9.3%
+88.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +3.3% | 0.0% | +3.3% | +3.3% |
| 30D | +17.9% | +21.3% | -3.4% | +14.4% |
| 3M | +19.2% | +0.2% | +19.0% | +18.9% |
| 6M | +31.7% | +22.4% | +9.3% | +26.9% |
| YTD | +82.5% | -4.8% | +87.3% | +81.7% |
| 1Y | +78.4% | -0.2% | +78.6% | +76.2% |
| 3Y | +177.0% | +57.9% | +119.0% | +141.5% |
| 5Y | +86.5% | -26.1% | +112.6% | +92.1% |
| All | +79.1% | -9.3% | +88.4% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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