-40.6%
TECH vs RPRX
+93.9%
-134.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.9% |
| 7D | +0.2% | +3.4% | -3.2% | -1.3% |
| 30D | +0.5% | +20.8% | -20.3% | -7.9% |
| 3M | +0.9% | +21.6% | -20.8% | -8.3% |
| 6M | +51.0% | +36.5% | +14.5% | +29.2% |
| YTD | +24.4% | +80.4% | -56.0% | -7.9% |
| 1Y | +27.6% | +81.8% | -54.2% | -5.8% |
| 3Y | +29.9% | +170.9% | -140.9% | -23.5% |
| 5Y | -40.6% | +95.2% | -135.8% | -56.8% |
| All | -40.6% | +93.9% | -134.6% | -56.8% |
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 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