+9.2%
RRX vs RPRX
+86.5%
-77.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.6% |
| 7D | +4.3% | +3.3% | +1.0% | +3.3% |
| 30D | +12.3% | +17.9% | -5.6% | +6.2% |
| 3M | +3.7% | +19.2% | -15.6% | -2.6% |
| 6M | -13.9% | +31.7% | -45.6% | -22.7% |
| YTD | +26.5% | +82.5% | -56.0% | +0.6% |
| 1Y | +29.3% | +78.4% | -49.1% | +3.7% |
| 3Y | +65.6% | +177.0% | -111.4% | +9.5% |
| All | +9.2% | +86.5% | -77.3% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling