-99.8%
RCAT vs RGEN
+415.2%
-515.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.7% |
| 7D | -5.9% | -3.3% | -2.7% | -4.6% |
| 30D | -19.7% | -5.8% | -13.8% | -17.5% |
| 3M | -62.9% | +0.2% | -63.0% | -62.9% |
| 6M | -59.6% | +56.8% | -116.3% | -65.8% |
| YTD | -52.1% | +2.4% | -54.5% | -53.2% |
| 1Y | -50.9% | +11.4% | -62.3% | -53.3% |
| 3Y | +333.8% | +15.2% | +318.6% | +283.5% |
| 5Y | +40.7% | -35.1% | +75.8% | +40.6% |
| All | -99.8% | +415.2% | -515.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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