-75.0%
FRSH vs RCAT
+268.5%
-343.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.3% |
| 7D | -6.6% | -4.9% | -1.7% | -6.2% |
| 30D | +2.1% | -22.9% | +25.0% | +4.2% |
| 3M | +29.0% | -33.7% | +62.7% | +32.4% |
| 6M | +48.6% | -50.7% | +99.4% | +54.3% |
| YTD | -2.9% | +0.4% | -3.3% | -6.8% |
| 1Y | -7.9% | -27.6% | +19.7% | -10.3% |
| 3Y | -46.5% | +753.2% | -799.7% | -64.1% |
| All | -75.0% | +268.5% | -343.5% | -82.3% |
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