-40.8%
ZBRA vs RPRX
+72.5%
-113.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | +0.7% |
| 7D | -3.8% | -8.0% | +4.3% | -1.2% |
| 30D | -10.2% | +2.1% | -12.3% | -10.9% |
| 3M | +58.7% | +8.2% | +50.5% | +54.2% |
| 6M | +61.9% | +28.9% | +33.0% | +48.1% |
| YTD | +41.7% | +54.1% | -12.5% | +21.6% |
| 1Y | +12.4% | +65.5% | -53.2% | -6.2% |
| 3Y | +34.2% | +117.3% | -83.1% | -0.2% |
| 5Y | -40.8% | +71.6% | -112.4% | -49.5% |
| All | -40.8% | +72.5% | -113.2% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling