+225.7%
VIK vs RPRX
+125.0%
+100.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.9% | -8.4% | +7.4% | +1.4% |
| 30D | -18.4% | -0.6% | -17.8% | -18.6% |
| 3M | -8.8% | +6.4% | -15.2% | -11.2% |
| 6M | +17.1% | +26.6% | -9.5% | +7.6% |
| YTD | +19.0% | +53.8% | -34.7% | +4.0% |
| 1Y | +30.1% | +62.8% | -32.7% | +11.4% |
| All | +225.7% | +125.0% | +100.7% | +157.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling