+135.4%
ARMK vs RCAT
-98.4%
+233.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.9% | -2.5% | +1.4% |
| 7D | +1.7% | +5.4% | -3.7% | +1.7% |
| 30D | +3.1% | -5.6% | +8.7% | +3.2% |
| 3M | +9.2% | -30.2% | +39.4% | +9.4% |
| 6M | +43.7% | -43.4% | +87.1% | +44.0% |
| YTD | +57.4% | +9.6% | +47.7% | +56.8% |
| 1Y | +51.9% | -2.0% | +53.8% | +51.3% |
| 3Y | +125.4% | +825.0% | -699.6% | +119.8% |
| 5Y | +149.1% | +199.8% | -50.7% | +143.5% |
| 10Y | +135.4% | -98.4% | +233.8% | +123.2% |
| All | +135.4% | -98.4% | +233.8% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling