+60.9%
HAS vs RCAT
-56.5%
+117.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.4% | +7.2% | +0.8% |
| 7D | +3.3% | -5.6% | +8.9% | +3.3% |
| 30D | +30.5% | -27.0% | +57.6% | +31.1% |
| 3M | +29.9% | -57.9% | +87.8% | +31.9% |
| 6M | +26.5% | -59.4% | +86.0% | +28.3% |
| YTD | +51.9% | -46.9% | +98.9% | +50.8% |
| 1Y | +60.9% | -54.0% | +114.9% | +60.2% |
| All | +60.9% | -56.5% | +117.4% | +60.2% |
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 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