+58.2%
QQQI vs RCAT
+1,079.3%
-1,021.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | -0.3% | -4.9% | +4.6% | -0.1% |
| 30D | -0.3% | -22.9% | +22.6% | +0.8% |
| 3M | +1.3% | -33.7% | +35.1% | +2.7% |
| 6M | +11.5% | -50.7% | +62.2% | +13.5% |
| YTD | +11.3% | +0.4% | +10.9% | +9.9% |
| 1Y | +16.9% | -27.6% | +44.5% | +16.1% |
| All | +58.2% | +1,079.3% | -1,021.1% | +61.5% |
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 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