-98.4%
RCAT vs RGEN
+406.9%
-505.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.7% |
| 7D | +5.4% | -0.9% | +6.3% | +5.7% |
| 30D | -5.6% | +2.8% | -8.4% | -6.6% |
| 3M | -30.2% | +34.5% | -64.7% | -38.2% |
| 6M | -43.4% | +40.5% | -83.8% | -50.8% |
| YTD | +9.6% | +2.8% | +6.8% | +6.6% |
| 1Y | -2.0% | +39.6% | -41.6% | -14.3% |
| 3Y | +825.0% | +4.4% | +820.6% | +732.6% |
| 5Y | +199.8% | -42.8% | +242.6% | +210.3% |
| 10Y | -98.4% | +406.7% | -505.1% | -99.2% |
| All | -98.4% | +406.9% | -505.2% | -99.2% |
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