+145.2%
BB vs RCAT
-100.0%
+245.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +18.6% | -14.2% | +4.3% |
| 7D | +3.8% | -12.7% | +16.5% | +3.9% |
| 30D | -0.3% | -34.3% | +34.0% | -0.2% |
| 3M | -0.5% | -53.4% | +52.9% | -0.1% |
| 6M | +45.9% | -62.0% | +107.9% | +46.5% |
| YTD | +130.6% | -49.1% | +179.7% | +131.1% |
| 1Y | +89.2% | -53.1% | +142.3% | +89.6% |
| 3Y | +137.5% | +318.7% | -181.2% | +135.1% |
| 5Y | -20.9% | +48.5% | -69.4% | -21.6% |
| 10Y | +25.4% | -99.6% | +125.0% | +19.5% |
| All | +145.2% | -100.0% | +245.2% | +54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling