+1,144.9%
STX vs RPRX
+74.2%
+1,070.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -5.3% | +11.8% | +7.7% |
| 7D | +10.7% | -2.8% | +13.5% | +11.3% |
| 30D | +11.3% | +7.2% | +4.1% | +9.0% |
| 3M | +3.2% | +10.9% | -7.7% | -0.5% |
| 6M | +157.0% | +34.6% | +122.4% | +133.1% |
| YTD | +229.2% | +59.0% | +170.2% | +183.5% |
| 1Y | +381.8% | +72.5% | +309.3% | +304.9% |
| 3Y | +1,383.2% | +124.1% | +1,259.1% | +1,044.3% |
| 5Y | +1,144.9% | +75.9% | +1,069.0% | +952.5% |
| All | +1,144.9% | +74.2% | +1,070.7% | +952.5% |
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