+241.5%
RTX vs RPRX
+82.4%
+159.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +1.4% | +3.6% | -2.2% | +0.8% |
| 30D | +7.8% | +21.2% | -13.3% | +4.2% |
| 3M | -9.8% | +21.6% | -31.4% | -13.0% |
| 6M | +13.5% | +36.7% | -23.2% | +7.1% |
| YTD | +10.9% | +83.7% | -72.7% | -0.7% |
| 1Y | +14.0% | +83.2% | -69.2% | +2.1% |
| 3Y | +159.9% | +177.7% | -17.8% | +113.6% |
| 5Y | +151.7% | +95.8% | +55.9% | +121.0% |
| All | +241.5% | +82.4% | +159.1% | +194.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling