+60.7%
XRT vs RPRX
+170.3%
-109.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +3.2% |
| 7D | +2.5% | +3.4% | -0.9% | +1.8% |
| 30D | +10.3% | +20.8% | -10.5% | +6.6% |
| 3M | +2.4% | +21.6% | -19.3% | -1.2% |
| 6M | +10.0% | +36.5% | -26.6% | +3.6% |
| YTD | +9.5% | +80.4% | -70.9% | -2.3% |
| 1Y | +17.2% | +81.8% | -64.6% | +4.3% |
| All | +60.7% | +170.3% | -109.6% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling