+171.6%
BKR vs RCAT
+182.3%
-10.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -7.0% | -4.9% | -2.1% | -6.8% |
| 30D | -8.1% | -22.9% | +14.7% | -7.1% |
| 3M | -6.6% | -33.7% | +27.1% | -5.3% |
| 6M | +0.9% | -50.7% | +51.6% | +2.9% |
| YTD | +31.1% | +0.4% | +30.7% | +29.0% |
| 1Y | +27.7% | -27.6% | +55.3% | +26.5% |
| 3Y | +71.2% | +753.2% | -681.9% | +50.3% |
| All | +171.6% | +182.3% | -10.7% | +143.5% |
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