+167.1%
RTX vs RPRX
+74.2%
+92.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.3% | +4.3% | +0.1% |
| 7D | -3.1% | -2.8% | -0.3% | -2.6% |
| 30D | -10.6% | +7.2% | -17.7% | -11.9% |
| 3M | +11.6% | +10.9% | +0.8% | +9.1% |
| 6M | -4.5% | +34.6% | -39.1% | -10.3% |
| YTD | +9.6% | +59.0% | -49.4% | -0.4% |
| 1Y | +30.8% | +72.5% | -41.7% | +16.7% |
| 3Y | +152.8% | +124.1% | +28.7% | +111.1% |
| 5Y | +167.1% | +75.9% | +91.2% | +142.3% |
| All | +167.1% | +74.2% | +92.9% | +142.3% |
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