+1,149.8%
SMCI vs RPRX
+57.8%
+1,091.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +5.2% | -4.0% | +9.2% | +6.5% |
| 30D | +23.7% | +4.9% | +18.8% | +21.8% |
| 3M | -4.2% | +9.4% | -13.6% | -7.0% |
| 6M | +21.7% | +33.3% | -11.6% | +11.2% |
| YTD | +33.0% | +59.0% | -26.0% | +15.1% |
| 1Y | -9.3% | +69.2% | -78.5% | -23.5% |
| 3Y | +38.7% | +124.1% | -85.4% | +4.6% |
| 5Y | +967.2% | +77.9% | +889.3% | +774.6% |
| All | +1,149.8% | +57.8% | +1,091.9% | +912.7% |
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