-41.7%
TECH vs RPRX
+74.2%
-115.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.3% | +5.1% | +2.2% |
| 7D | +0.2% | -2.8% | +3.0% | +1.4% |
| 30D | +0.1% | +7.2% | -7.0% | -3.2% |
| 3M | +37.5% | +10.9% | +26.6% | +30.3% |
| 6M | +34.6% | +34.6% | 0.0% | +15.8% |
| YTD | +23.5% | +59.0% | -35.5% | -2.2% |
| 1Y | +34.4% | +72.5% | -38.1% | +1.8% |
| 3Y | +2.3% | +124.1% | -121.8% | -32.7% |
| 5Y | -41.7% | +75.9% | -117.6% | -55.6% |
| All | -41.7% | +74.2% | -115.9% | -55.6% |
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