+114.0%
RRX vs RPRX
+52.7%
+61.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.7% |
| 7D | -0.3% | -8.4% | +8.0% | +1.8% |
| 30D | -6.1% | -0.6% | -5.5% | -6.1% |
| 3M | -23.1% | +6.4% | -29.5% | -24.6% |
| 6M | -19.5% | +26.6% | -46.1% | -24.7% |
| YTD | +16.1% | +53.8% | -37.7% | +3.6% |
| 1Y | +12.9% | +62.8% | -49.9% | -0.8% |
| 3Y | +7.9% | +118.0% | -110.1% | -12.4% |
| 5Y | +19.1% | +71.2% | -52.1% | +3.6% |
| All | +114.0% | +52.7% | +61.3% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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