+97.5%
SO vs RPRX
+53.1%
+44.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.4% | -0.3% |
| 7D | -1.1% | -8.0% | +6.9% | -0.1% |
| 30D | -3.7% | +2.1% | -5.8% | -4.1% |
| 3M | -5.9% | +8.2% | -14.1% | -7.0% |
| 6M | -7.3% | +28.9% | -36.2% | -10.5% |
| YTD | +3.1% | +54.1% | -51.0% | -2.8% |
| 1Y | -1.0% | +65.5% | -66.5% | -7.7% |
| 3Y | +43.2% | +117.3% | -74.0% | +27.9% |
| 5Y | +59.1% | +71.6% | -12.5% | +46.7% |
| All | +97.5% | +53.1% | +44.4% | +82.1% |
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