+220.0%
SIMO vs RPRX
+77.4%
+142.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.1% | +8.6% | +8.7% |
| 7D | +4.2% | +5.1% | -0.9% | +3.9% |
| 30D | +4.1% | +11.2% | -7.1% | +3.2% |
| 3M | -12.9% | +16.7% | -29.6% | -14.4% |
| 6M | +110.3% | +36.0% | +74.4% | +92.0% |
| YTD | +178.6% | +67.8% | +110.8% | +125.6% |
| 1Y | +220.0% | +76.7% | +143.3% | +156.1% |
| All | +220.0% | +77.4% | +142.6% | +156.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling