+125.4%
RPRX vs TRU
-2.1%
+127.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -4.0% | -6.5% | +2.5% | -3.4% |
| 30D | +4.9% | -2.5% | +7.4% | +5.1% |
| 3M | +9.4% | +10.4% | -1.0% | +8.3% |
| 6M | +33.3% | +1.6% | +31.6% | +32.6% |
| YTD | +59.0% | -9.7% | +68.7% | +59.5% |
| 1Y | +69.2% | -17.3% | +86.5% | +71.3% |
| All | +125.4% | -2.1% | +127.5% | +126.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling