-2.0%
XRT vs RPRX
+72.7%
-74.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.4% | -4.0% | +1.6% | -1.9% |
| 30D | -6.9% | +4.9% | -11.9% | -7.3% |
| 3M | -0.4% | +9.4% | -9.8% | -1.3% |
| 6M | +2.2% | +33.3% | -31.1% | -1.7% |
| YTD | -0.7% | +59.0% | -59.6% | -5.8% |
| 1Y | -2.0% | +69.2% | -71.2% | -7.7% |
| All | -2.0% | +72.7% | -74.7% | -7.7% |
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