+150.4%
RTX vs RPRX
+87.7%
+62.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.8% |
| 7D | -1.7% | +4.6% | -6.3% | -2.7% |
| 30D | +7.7% | +22.0% | -14.3% | +3.1% |
| 3M | -10.3% | +20.3% | -30.6% | -14.1% |
| 6M | +14.6% | +37.9% | -23.3% | +6.3% |
| YTD | +10.4% | +82.2% | -71.8% | -3.6% |
| 1Y | +13.5% | +83.7% | -70.2% | -1.1% |
| 3Y | +158.6% | +175.4% | -16.9% | +100.8% |
| All | +150.4% | +87.7% | +62.7% | +118.8% |
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