-100.0%
RCAT vs BRKR
+236.0%
-336.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.5% |
| 7D | -4.9% | -8.7% | +3.8% | -5.2% |
| 30D | -22.9% | -9.9% | -13.0% | -23.2% |
| 3M | -33.7% | -3.1% | -30.6% | -33.7% |
| 6M | -50.7% | +45.5% | -96.2% | -49.9% |
| YTD | +0.4% | +13.7% | -13.3% | +0.6% |
| 1Y | -27.6% | +67.4% | -95.1% | -25.5% |
| 3Y | +753.2% | -13.2% | +766.4% | +729.5% |
| 5Y | +183.3% | -39.5% | +222.8% | +165.4% |
| 10Y | -98.5% | +153.5% | -252.0% | -98.3% |
| All | -100.0% | +236.0% | -336.0% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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