-98.4%
RCAT vs SPY
+311.3%
-409.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.6% |
| 7D | +5.4% | +0.5% | +4.8% | +4.6% |
| 30D | -5.6% | -0.9% | -4.6% | -4.2% |
| 3M | -30.2% | +3.9% | -34.1% | -32.9% |
| 6M | -43.4% | +14.5% | -57.9% | -51.4% |
| YTD | +9.6% | +12.9% | -3.3% | -3.7% |
| 1Y | -2.0% | +19.4% | -21.3% | -18.1% |
| 3Y | +825.0% | +78.5% | +746.5% | +401.5% |
| 5Y | +199.8% | +81.8% | +118.1% | +57.9% |
| 10Y | -98.4% | +311.5% | -409.9% | -99.5% |
| All | -98.4% | +311.3% | -409.7% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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