+78.9%
INFY vs RCAT
-98.5%
+177.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.5% |
| 7D | -5.4% | -4.9% | -0.5% | -5.4% |
| 30D | -9.9% | -22.9% | +13.0% | -9.7% |
| 3M | -4.6% | -33.7% | +29.2% | -4.4% |
| 6M | -18.5% | -50.7% | +32.3% | -18.2% |
| YTD | -36.5% | +0.4% | -36.9% | -36.7% |
| 1Y | -32.8% | -27.6% | -5.1% | -32.9% |
| 3Y | -32.2% | +753.2% | -785.4% | -33.7% |
| 5Y | -44.7% | +183.3% | -228.0% | -45.8% |
| All | +78.9% | -98.5% | +177.4% | +80.7% |
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