+108.1%
SO vs RPRX
+79.7%
+28.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -0.9% | +2.1% | -3.0% | -1.2% |
| 30D | +4.9% | +21.9% | -17.0% | +2.2% |
| 3M | +0.8% | +16.9% | -16.2% | -1.4% |
| 6M | +0.6% | +34.5% | -34.0% | -3.4% |
| YTD | +8.7% | +80.9% | -72.3% | +0.3% |
| 1Y | +4.0% | +77.6% | -73.6% | -3.8% |
| 3Y | +50.6% | +173.5% | -123.0% | +30.4% |
| 5Y | +77.5% | +84.9% | -7.4% | +60.9% |
| All | +108.1% | +79.7% | +28.4% | +87.8% |
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