+103.5%
V vs RPRX
+66.6%
+36.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -1.7% | +5.1% | -6.8% | -2.8% |
| 30D | +2.0% | +11.2% | -9.2% | -0.6% |
| 3M | +17.4% | +16.7% | +0.6% | +13.1% |
| 6M | +17.5% | +36.0% | -18.5% | +9.1% |
| YTD | +7.6% | +67.8% | -60.2% | -5.1% |
| 1Y | +7.7% | +76.7% | -69.0% | -6.3% |
| 3Y | +54.7% | +128.1% | -73.5% | +25.6% |
| 5Y | +73.0% | +82.9% | -9.8% | +49.2% |
| All | +103.5% | +66.6% | +36.8% | +72.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling