+105.8%
DAL vs RCAT
+183.7%
-77.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +1.9% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | -13.9% | -3.3% | -10.6% | -13.9% |
| 3M | +1.1% | -43.2% | +44.3% | +4.2% |
| 6M | +26.2% | -43.2% | +69.4% | +28.7% |
| YTD | +16.4% | +5.5% | +10.9% | +13.2% |
| 1Y | +33.9% | -1.6% | +35.5% | +29.4% |
| 3Y | +93.4% | +773.7% | -680.3% | +61.5% |
| All | +105.8% | +183.7% | -77.9% | +75.4% |
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