-41.0%
SIRI vs RPRX
+52.7%
-93.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +0.6% | -8.4% | +8.9% | +2.7% |
| 30D | +2.5% | -0.6% | +3.1% | +2.6% |
| 3M | +6.6% | +6.4% | +0.2% | +4.8% |
| 6M | +32.9% | +26.6% | +6.3% | +24.8% |
| YTD | +50.5% | +53.8% | -3.3% | +34.5% |
| 1Y | +28.0% | +62.8% | -34.8% | +12.6% |
| 3Y | -22.4% | +118.0% | -140.4% | -36.9% |
| 5Y | -41.3% | +71.2% | -112.5% | -49.5% |
| All | -41.0% | +52.7% | -93.7% | -49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling