+156.8%
BITO vs RCAT
+720.6%
-563.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | -3.4% | -4.9% | +1.5% | -3.1% |
| 30D | +21.4% | -22.9% | +44.3% | +23.6% |
| 3M | +20.5% | -33.7% | +54.2% | +23.4% |
| 6M | +7.4% | -50.7% | +58.1% | +11.1% |
| YTD | -13.9% | +0.4% | -14.2% | -15.8% |
| 1Y | -35.1% | -27.6% | -7.4% | -35.8% |
| 3Y | +156.8% | +753.2% | -596.3% | +152.0% |
| All | +156.8% | +720.6% | -563.8% | +152.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling