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  • RCAT vs ALM✓SelectedUSD · ALMRCAT vs ALM performance historyLatest closeAs of-1.99%09/04
Stock and ETF performance explorer

RCAT vs ALM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-43.2%
ALM return
-9.8%
Excess return
-33.4%
Maximum drawdown
-60.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioALMExcessAlpha
1D-2.0%-1.5%-0.5%-1.2%
7D-1.4%-2.6%+1.2%-0.1%
30D-3.3%+32.0%-35.4%-17.7%
3M-43.2%-15.0%-28.2%-40.3%
6M-43.2%-10.1%-33.0%-43.0%
All-43.2%-9.8%-33.4%-43.0%

Cumulative growth

Daily Returns

Daily percentage return beside ALM.

Daily Out/Under-Performance

Portfolio return minus ALM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ALM 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 6mo: compounded portfolio wealth divided by compounded ALM 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…

6mo analysis · Full analysis span regression · 6 months rolling