+581.3%
CAT vs RKT
-8.7%
+590.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.2% |
| 7D | +5.6% | +6.0% | -0.4% | +5.0% |
| 30D | -2.3% | +0.7% | -3.0% | -2.5% |
| 3M | -10.0% | +11.8% | -21.8% | -11.2% |
| 6M | +21.2% | -7.6% | +28.9% | +21.3% |
| YTD | +44.4% | -28.7% | +73.1% | +47.1% |
| 1Y | +96.3% | -32.6% | +128.9% | +100.3% |
| 3Y | +203.9% | +42.1% | +161.8% | +187.6% |
| 5Y | +333.5% | -7.2% | +340.7% | +302.7% |
| All | +581.3% | -8.7% | +590.0% | +539.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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