+284.9%
XLK vs RPRX
+57.8%
+227.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.3% | -4.0% | +6.3% | +3.2% |
| 30D | +0.8% | +4.9% | -4.1% | -0.3% |
| 3M | +4.1% | +9.4% | -5.3% | +1.8% |
| 6M | +34.8% | +33.3% | +1.5% | +25.8% |
| YTD | +30.8% | +59.0% | -28.2% | +17.2% |
| 1Y | +42.4% | +69.2% | -26.9% | +25.3% |
| 3Y | +121.8% | +124.1% | -2.3% | +80.5% |
| 5Y | +146.6% | +77.9% | +68.8% | +116.2% |
| All | +284.9% | +57.8% | +227.0% | +239.0% |
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