-3.7%
BBY vs RCAT
+57.4%
-61.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.3% | +6.6% | -1.2% |
| 7D | +4.0% | +15.6% | -11.5% | +3.1% |
| 30D | +17.6% | -24.1% | +41.7% | +19.0% |
| 3M | +25.9% | -61.9% | +87.8% | +32.2% |
| 6M | +85.1% | -64.3% | +149.4% | +93.6% |
| YTD | +60.6% | -50.4% | +111.0% | +62.6% |
| 1Y | +40.2% | -54.0% | +94.2% | +42.0% |
| 3Y | +86.6% | +347.2% | -260.5% | +65.5% |
| 5Y | -3.7% | +45.7% | -49.4% | -13.4% |
| All | -3.7% | +57.4% | -61.1% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling