+125.6%
DAL vs RCAT
-99.6%
+225.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.4% | +6.9% | +0.5% |
| 7D | +10.7% | -5.6% | +16.3% | +10.7% |
| 30D | +12.5% | -27.0% | +39.6% | +12.8% |
| 3M | +3.6% | -57.9% | +61.5% | +4.5% |
| 6M | +26.7% | -59.4% | +86.1% | +27.7% |
| YTD | +34.3% | -46.9% | +81.2% | +34.6% |
| 1Y | +59.1% | -54.0% | +113.2% | +59.7% |
| 3Y | +179.9% | +378.4% | -198.5% | +173.2% |
| 5Y | +119.1% | +61.9% | +57.2% | +114.8% |
| 10Y | +125.6% | -99.6% | +225.2% | +112.7% |
| All | +125.6% | -99.6% | +225.2% | +112.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling