+47.4%
TER vs RPRX
+79.5%
-32.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.3% |
| 7D | +14.4% | +3.3% | +11.0% | +14.8% |
| 30D | -30.6% | +17.9% | -48.5% | -29.0% |
| 3M | -39.2% | +19.2% | -58.4% | -38.1% |
| 6M | -31.3% | +31.7% | -63.0% | -34.1% |
| YTD | +29.1% | +82.5% | -53.4% | -6.0% |
| 1Y | +47.4% | +78.4% | -31.0% | +8.8% |
| All | +47.4% | +79.5% | -32.0% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling