-45.5%
INFY vs RCAT
+177.7%
-223.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -9.8% | -5.4% | -4.4% | -9.6% |
| 30D | -13.4% | -24.2% | +10.8% | -12.8% |
| 3M | -7.2% | -25.8% | +18.6% | -6.7% |
| 6M | -20.6% | -44.9% | +24.3% | -19.8% |
| YTD | -37.5% | +1.9% | -39.3% | -38.4% |
| 1Y | -33.4% | -5.2% | -28.2% | -34.6% |
| 3Y | -32.4% | +759.6% | -792.0% | -40.5% |
| 5Y | -45.5% | +187.5% | -233.0% | -51.6% |
| All | -45.5% | +177.7% | -223.1% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling