-2.0%
RCAT vs KIM
+10.5%
-12.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +4.2% |
| 7D | +5.4% | -0.3% | +5.7% | +5.2% |
| 30D | -5.6% | -1.7% | -3.9% | -6.2% |
| 3M | -30.2% | -0.8% | -29.4% | -30.7% |
| 6M | -43.4% | +4.4% | -47.8% | -44.4% |
| YTD | +9.6% | +21.2% | -11.6% | +5.2% |
| 1Y | -2.0% | +10.5% | -12.5% | +9.5% |
| All | -2.0% | +10.5% | -12.5% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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