-81.2%
PATH vs RCAT
+3.6%
-84.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +18.6% | -18.7% | -1.6% |
| 7D | -5.3% | -12.7% | +7.4% | -4.5% |
| 30D | -0.5% | -34.3% | +33.8% | +2.6% |
| 3M | -7.1% | -53.4% | +46.3% | -1.7% |
| 6M | +23.8% | -62.0% | +85.8% | +32.1% |
| YTD | -20.7% | -49.1% | +28.4% | -18.6% |
| 1Y | -8.1% | -53.1% | +45.1% | -5.3% |
| 3Y | -21.8% | +318.7% | -340.5% | -32.7% |
| 5Y | -76.8% | +48.5% | -125.4% | -79.9% |
| All | -81.2% | +3.6% | -84.7% | -82.3% |
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