+160.5%
HON vs RCAT
-99.7%
+260.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | -0.4% | +7.2% | -7.6% | -0.4% |
| 30D | +8.6% | -20.4% | +29.0% | +8.7% |
| 3M | -0.8% | -59.8% | +59.0% | -0.3% |
| 6M | -0.1% | -61.9% | +61.8% | +0.3% |
| YTD | +12.8% | -45.9% | +58.7% | +12.9% |
| 1Y | +10.4% | -50.5% | +60.9% | +10.6% |
| 3Y | +30.5% | +387.5% | -357.0% | +28.3% |
| 5Y | +15.0% | +70.9% | -55.9% | +13.3% |
| 10Y | +160.5% | -99.7% | +260.2% | +150.3% |
| All | +160.5% | -99.7% | +260.2% | +150.3% |
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