+3.1%
BB vs RCAT
-98.4%
+101.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.7% | +2.2% |
| 7D | +0.5% | +5.4% | -4.9% | +0.4% |
| 30D | -12.4% | -5.6% | -6.8% | -12.3% |
| 3M | -15.3% | -30.2% | +14.9% | -14.9% |
| 6M | +128.8% | -43.4% | +172.2% | +129.9% |
| YTD | +107.7% | +9.6% | +98.0% | +106.8% |
| 1Y | +103.9% | -2.0% | +105.9% | +102.9% |
| 3Y | +72.6% | +825.0% | -752.4% | +66.8% |
| 5Y | -24.3% | +199.8% | -224.1% | -26.5% |
| 10Y | +3.1% | -98.4% | +101.5% | +1.1% |
| All | +3.1% | -98.4% | +101.5% | +1.1% |
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