-40.5%
RCAT vs SUNB
+1.6%
-42.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +5.9% | -12.4% | -8.7% |
| 7D | -2.3% | +9.4% | -11.7% | -5.9% |
| 30D | -18.7% | -6.9% | -11.8% | -16.0% |
| 3M | -29.3% | -11.3% | -18.0% | -26.1% |
| 6M | -42.3% | -1.8% | -40.5% | -37.9% |
| All | -40.5% | +1.6% | -42.1% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 5y: compounded portfolio wealth divided by compounded SUNB 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…
5y analysis · Full analysis span regression · 6 months rolling