+5.8%
TROW vs RPRX
+65.1%
-59.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -3.2% | -8.4% | +5.2% | -2.0% |
| 30D | -4.6% | -0.6% | -4.0% | -4.6% |
| 3M | -0.7% | +6.4% | -7.1% | -1.5% |
| 6M | +22.2% | +26.6% | -4.4% | +18.7% |
| YTD | +6.6% | +53.8% | -47.1% | +2.1% |
| 1Y | +5.8% | +62.8% | -57.0% | +1.6% |
| All | +5.8% | +65.1% | -59.3% | +1.6% |
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 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