-24.5%
KVUE vs RCAT
+836.5%
-861.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | -5.1% | -4.9% | -0.2% | -5.2% |
| 30D | -6.3% | -22.9% | +16.5% | -6.5% |
| 3M | -0.5% | -33.7% | +33.2% | -0.7% |
| 6M | +3.1% | -50.7% | +53.8% | +2.7% |
| YTD | +6.7% | +0.4% | +6.3% | +6.9% |
| 1Y | -1.1% | -27.6% | +26.5% | -0.9% |
| 3Y | -8.7% | +753.2% | -761.9% | +0.6% |
| All | -24.5% | +836.5% | -861.0% | -17.5% |
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