-98.5%
RCAT vs BTG
+159.3%
-257.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -4.9% | -3.8% | -1.1% | -4.2% |
| 30D | -22.9% | +3.6% | -26.5% | -23.6% |
| 3M | -33.7% | +32.0% | -65.7% | -37.8% |
| 6M | -50.7% | +3.4% | -54.1% | -51.5% |
| YTD | +0.4% | +20.8% | -20.4% | -4.0% |
| 1Y | -27.6% | +22.4% | -50.0% | -30.9% |
| 3Y | +753.2% | +91.7% | +661.4% | +653.6% |
| 5Y | +183.3% | +79.0% | +104.3% | +147.3% |
| All | -98.5% | +159.3% | -257.8% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling