+158.3%
CAT vs RKT
+75.2%
+83.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +7.4% | -9.0% | +16.4% | +8.6% |
| 30D | -19.7% | +30.2% | -49.9% | -22.7% |
| 3M | -29.6% | -8.8% | -20.8% | -29.0% |
| 6M | -33.2% | -0.9% | -32.3% | -33.8% |
| YTD | +5.7% | -29.2% | +34.8% | +8.4% |
| 1Y | +9.3% | -20.1% | +29.4% | +10.4% |
| 3Y | +158.3% | +81.3% | +77.0% | +109.6% |
| All | +158.3% | +75.2% | +83.1% | +109.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling