+318.7%
RCAT vs CASY
+154.1%
+164.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | -0.3% | +18.9% | +18.7% |
| 7D | -12.7% | +1.1% | -13.8% | -13.2% |
| 30D | -34.3% | +8.7% | -43.0% | -36.3% |
| 3M | -53.4% | -17.3% | -36.1% | -50.8% |
| 6M | -62.0% | -19.7% | -42.2% | -59.6% |
| YTD | -49.1% | +24.8% | -73.9% | -58.9% |
| 1Y | -53.1% | +31.9% | -85.0% | -63.6% |
| 3Y | +318.7% | +155.4% | +163.3% | +128.9% |
| All | +318.7% | +154.1% | +164.6% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 3y: compounded portfolio wealth divided by compounded CASY 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…
3y analysis · Full analysis span regression · 6 months rolling