+510.3%
SOXX vs RPRX
+53.1%
+457.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.3% | -2.0% |
| 7D | +3.0% | -8.0% | +11.1% | +5.0% |
| 30D | -3.1% | +2.1% | -5.2% | -3.7% |
| 3M | -4.4% | +8.2% | -12.6% | -6.8% |
| 6M | +52.9% | +28.9% | +24.0% | +42.1% |
| YTD | +72.0% | +54.1% | +17.9% | +52.4% |
| 1Y | +105.1% | +65.5% | +39.6% | +78.0% |
| 3Y | +220.6% | +117.3% | +103.3% | +155.9% |
| 5Y | +244.8% | +71.6% | +173.2% | +198.9% |
| All | +510.3% | +53.1% | +457.2% | +434.4% |
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 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