-61.5%
DOCS vs RCAT
-2.3%
-59.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.7% |
| 7D | -1.4% | -1.4% | 0.0% | -1.3% |
| 30D | +21.8% | -3.3% | +25.2% | +21.7% |
| 3M | +27.3% | -43.2% | +70.5% | +30.8% |
| 6M | -0.3% | -43.2% | +42.8% | +1.1% |
| YTD | -40.5% | +5.5% | -46.0% | -42.5% |
| 1Y | -61.5% | -1.6% | -59.9% | -62.0% |
| All | -61.5% | -2.3% | -59.2% | -62.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling