+113.1%
FOXA vs RCAT
+796.4%
-683.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -0.4% |
| 7D | -0.6% | +5.4% | -6.0% | -0.8% |
| 30D | +2.3% | -5.6% | +7.9% | +2.4% |
| 3M | -2.8% | -30.2% | +27.4% | -2.1% |
| 6M | +9.6% | -43.4% | +53.0% | +10.5% |
| YTD | -9.9% | +9.6% | -19.5% | -11.1% |
| 1Y | +5.4% | -2.0% | +7.4% | +3.8% |
| All | +113.1% | +796.4% | -683.3% | +98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling