+20.7%
XLK vs RPRX
+85.8%
-65.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | +0.1% |
| 7D | -7.6% | +4.2% | -11.8% | -7.3% |
| 30D | -12.2% | +19.2% | -31.4% | -11.5% |
| 3M | -5.5% | +18.0% | -23.5% | -4.6% |
| 6M | +9.2% | +35.7% | -26.5% | +7.7% |
| YTD | +23.0% | +77.2% | -54.2% | +17.2% |
| 1Y | +20.7% | +82.0% | -61.3% | +14.7% |
| All | +20.7% | +85.8% | -65.1% | +14.7% |
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