+130.8%
XRT vs RPRX
+79.7%
+51.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.4% |
| 7D | -0.4% | +2.1% | -2.5% | -1.0% |
| 30D | +7.5% | +21.9% | -14.4% | +1.8% |
| 3M | +2.3% | +16.9% | -14.6% | -2.0% |
| 6M | +12.8% | +34.5% | -21.7% | +3.6% |
| YTD | +7.1% | +80.9% | -73.9% | -9.8% |
| 1Y | +12.3% | +77.6% | -65.3% | -4.9% |
| 3Y | +57.0% | +173.5% | -116.5% | +14.7% |
| 5Y | -4.3% | +84.9% | -89.2% | -20.9% |
| All | +130.8% | +79.7% | +51.2% | +88.1% |
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