+58.2%
QQQI vs RCAT
+1,104.4%
-1,046.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.5% | +6.3% | 0.0% |
| 7D | +0.8% | -2.3% | +3.1% | +0.9% |
| 30D | +0.2% | -18.7% | +18.9% | +1.0% |
| 3M | +2.3% | -29.3% | +31.6% | +3.4% |
| 6M | +11.6% | -42.3% | +53.9% | +13.0% |
| YTD | +11.3% | +2.5% | +8.8% | +9.8% |
| 1Y | +17.4% | -5.7% | +23.1% | +15.4% |
| All | +58.2% | +1,104.4% | -1,046.2% | +61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling