+980.0%
SMCI vs RPRX
+70.9%
+909.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -8.4% | +9.7% | +4.0% |
| 30D | +6.6% | -0.6% | +7.3% | +6.7% |
| 3M | +25.4% | +6.4% | +19.0% | +22.6% |
| 6M | +26.1% | +26.6% | -0.5% | +17.2% |
| YTD | +37.0% | +53.8% | -16.8% | +20.3% |
| 1Y | -8.8% | +62.8% | -71.6% | -21.7% |
| 3Y | +44.6% | +118.0% | -73.4% | +10.0% |
| All | +980.0% | +70.9% | +909.1% | +828.4% |
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