+294.5%
KEEL vs RCAT
+222.3%
+72.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.5% | +5.3% | +3.9% |
| 7D | +2.9% | -4.9% | +7.8% | +3.4% |
| 30D | +0.8% | -22.9% | +23.7% | +3.4% |
| 3M | -35.3% | -33.7% | -1.6% | -33.0% |
| 6M | +59.4% | -50.7% | +110.1% | +68.2% |
| YTD | +51.9% | +0.4% | +51.5% | +50.4% |
| 1Y | +75.0% | -27.6% | +102.6% | +78.0% |
| 3Y | +224.5% | +753.2% | -528.6% | +166.0% |
| 5Y | -35.9% | +183.3% | -219.2% | -45.7% |
| All | +294.5% | +222.3% | +72.2% | +217.4% |
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