-20.4%
Z vs RPRX
+159.9%
-180.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -4.6% | +0.2% | -4.7% | -4.6% |
| 30D | +8.3% | +18.6% | -10.2% | +4.2% |
| 3M | -11.6% | +18.0% | -29.6% | -14.7% |
| 6M | -33.6% | +33.8% | -67.5% | -37.7% |
| YTD | -56.7% | +76.6% | -133.3% | -62.0% |
| 1Y | -59.1% | +68.2% | -127.4% | -63.7% |
| 3Y | -20.4% | +161.5% | -181.9% | -39.9% |
| All | -20.4% | +159.9% | -180.2% | -39.9% |
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