+234.1%
TER vs RPRX
+72.7%
+161.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +12.4% | -4.0% | +16.4% | +12.8% |
| 30D | +5.1% | +4.9% | +0.2% | +3.8% |
| 3M | +4.0% | +9.4% | -5.4% | +1.3% |
| 6M | +29.5% | +33.3% | -3.8% | +10.9% |
| YTD | +98.5% | +59.0% | +39.5% | +55.7% |
| 1Y | +234.1% | +69.2% | +164.9% | +160.0% |
| All | +234.1% | +72.7% | +161.4% | +160.0% |
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