+542.4%
QQQ vs RCAT
-99.8%
+642.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.3% | +8.0% | -0.3% |
| 7D | +6.4% | +15.6% | -9.2% | +6.2% |
| 30D | -7.5% | -24.1% | +16.7% | -7.3% |
| 3M | -4.8% | -61.9% | +57.1% | -4.2% |
| 6M | -2.5% | -64.3% | +61.8% | -1.9% |
| YTD | +12.4% | -50.4% | +62.8% | +12.7% |
| 1Y | +11.3% | -54.0% | +65.4% | +11.6% |
| 3Y | +85.0% | +347.2% | -262.2% | +82.2% |
| 5Y | +79.6% | +45.7% | +33.9% | +77.4% |
| All | +542.4% | -99.8% | +642.2% | +528.3% |
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