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  • RCAT vs BG✓SelectedUSD · BGRCAT vs BG performance historyLatest closeAs of-1.49%09/11
Stock and ETF performance explorer

RCAT vs BG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-27.6%
BG return
+53.0%
Excess return
-80.6%
Maximum drawdown
-61.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioBGExcessAlpha
1D-1.5%-1.7%+0.3%-0.8%
7D-4.9%+3.1%-8.0%-6.1%
30D-22.9%+10.2%-33.1%-26.3%
3M-33.7%-1.7%-32.0%-32.8%
6M-50.7%+1.0%-51.7%-50.9%
YTD+0.4%+39.9%-39.5%-7.2%
1Y-27.6%+53.2%-80.9%-31.0%
All-27.6%+53.0%-80.6%-31.0%

Cumulative growth

Daily Returns

Daily percentage return beside BG.

Daily Out/Under-Performance

Portfolio return minus BG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…

1y analysis · Full analysis span regression · 6 months rolling