+294.9%
ZETA vs RPRX
+86.5%
+208.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.1% |
| 7D | +18.1% | +3.3% | +14.8% | +16.2% |
| 30D | +13.6% | +17.9% | -4.3% | +4.2% |
| 3M | +23.7% | +19.2% | +4.5% | +12.4% |
| 6M | +128.5% | +31.7% | +96.8% | +95.2% |
| YTD | +80.1% | +82.5% | -2.4% | +26.6% |
| 1Y | +98.0% | +78.4% | +19.6% | +41.0% |
| 3Y | +348.6% | +177.0% | +171.6% | +134.1% |
| All | +294.9% | +86.5% | +208.5% | +210.8% |
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 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