-5.2%
RCAT vs BTG
+27.7%
-32.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +1.0% |
| 7D | -5.4% | -5.5% | +0.1% | -2.5% |
| 30D | -24.2% | +6.1% | -30.3% | -27.4% |
| 3M | -25.8% | +38.6% | -64.5% | -41.0% |
| 6M | -44.9% | +0.7% | -45.6% | -47.1% |
| YTD | +1.9% | +20.3% | -18.4% | -19.2% |
| 1Y | -5.2% | +25.0% | -30.2% | -48.0% |
| All | -5.2% | +27.7% | -32.9% | -48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling