+5.6%
XYZ vs RPRX
+74.1%
-68.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.3% | +2.1% | -1.7% |
| 7D | +2.9% | -2.8% | +5.6% | +3.7% |
| 30D | +1.4% | +7.2% | -5.8% | -0.4% |
| 3M | +14.6% | +10.9% | +3.7% | +11.3% |
| 6M | +20.8% | +34.6% | -13.8% | +8.0% |
| YTD | +23.1% | +59.0% | -35.9% | +3.3% |
| 1Y | +5.6% | +72.5% | -66.9% | -12.8% |
| All | +5.6% | +74.1% | -68.5% | -12.8% |
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