+148.7%
XLK vs RPRX
+70.9%
+77.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.4% |
| 7D | +0.2% | -8.4% | +8.6% | +2.1% |
| 30D | -0.6% | -0.6% | 0.0% | -0.6% |
| 3M | +2.6% | +6.4% | -3.9% | +0.8% |
| 6M | +34.0% | +26.6% | +7.4% | +25.9% |
| YTD | +30.7% | +53.8% | -23.1% | +16.8% |
| 1Y | +39.2% | +62.8% | -23.6% | +22.3% |
| 3Y | +120.4% | +118.0% | +2.4% | +76.7% |
| All | +148.7% | +70.9% | +77.8% | +125.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling