+86.3%
FOXA vs RCAT
+238.7%
-152.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.5% | +4.4% | -2.0% |
| 7D | -5.4% | -2.3% | -3.1% | -5.4% |
| 30D | +1.1% | -18.7% | +19.8% | +1.3% |
| 3M | -6.1% | -29.3% | +23.2% | -5.9% |
| 6M | +8.2% | -42.3% | +50.6% | +8.5% |
| YTD | -11.8% | +2.5% | -14.3% | -12.1% |
| 1Y | +9.9% | -5.7% | +15.6% | +9.4% |
| 3Y | +110.7% | +764.9% | -654.2% | +104.6% |
| 5Y | +86.9% | +182.3% | -95.4% | +81.9% |
| All | +86.3% | +238.7% | -152.5% | +79.2% |
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