-9.3%
HAL vs RCAT
+347.2%
-356.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.3% | +7.8% | -0.1% |
| 7D | +2.6% | +15.6% | -12.9% | +1.8% |
| 30D | -0.1% | -24.1% | +24.0% | +1.0% |
| 3M | -1.1% | -61.9% | +60.7% | +3.1% |
| 6M | -20.7% | -64.3% | +43.6% | -17.7% |
| YTD | +17.5% | -50.4% | +67.9% | +18.8% |
| 1Y | +24.1% | -54.0% | +78.1% | +25.5% |
| All | -9.3% | +347.2% | -356.4% | -15.0% |
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