-43.6%
KWEB vs RCAT
+177.7%
-221.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -4.3% | -5.4% | +1.1% | -4.1% |
| 30D | -13.0% | -24.2% | +11.2% | -12.0% |
| 3M | -7.6% | -25.8% | +18.3% | -6.7% |
| 6M | -21.1% | -44.9% | +23.8% | -20.0% |
| YTD | -28.2% | +1.9% | -30.1% | -29.5% |
| 1Y | -34.9% | -5.2% | -29.7% | -36.2% |
| 3Y | -0.8% | +759.6% | -760.3% | -14.3% |
| 5Y | -43.6% | +187.5% | -231.1% | -49.7% |
| All | -43.6% | +177.7% | -221.2% | -49.7% |
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 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