+90.1%
FOXA vs RCAT
+236.7%
-146.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | -3.7% | -5.4% | +1.6% | -3.7% |
| 30D | +5.4% | -24.2% | +29.6% | +5.6% |
| 3M | -3.7% | -25.8% | +22.1% | -3.5% |
| 6M | +12.6% | -44.9% | +57.5% | +12.9% |
| YTD | -10.0% | +1.9% | -11.9% | -10.3% |
| 1Y | +15.0% | -5.2% | +20.2% | +14.5% |
| 3Y | +115.1% | +759.6% | -644.5% | +108.9% |
| 5Y | +93.0% | +187.5% | -94.5% | +87.8% |
| All | +90.1% | +236.7% | -146.5% | +82.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling