+72.5%
HAL vs RCAT
+1.5%
+71.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -0.9% |
| 7D | +0.5% | +5.4% | -4.9% | +0.2% |
| 30D | +15.9% | -5.6% | +21.5% | +16.2% |
| 3M | -8.7% | -30.2% | +21.5% | -7.4% |
| 6M | +9.0% | -43.4% | +52.4% | +11.4% |
| YTD | +32.0% | +9.6% | +22.4% | +28.6% |
| 1Y | +72.5% | -2.0% | +74.4% | +73.1% |
| All | +72.5% | +1.5% | +71.0% | +73.1% |
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 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