+54.8%
RCAT vs TXT
+7.8%
+47.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | -2.0% | +20.6% | +19.8% |
| 7D | -12.7% | -2.5% | -10.2% | -11.5% |
| 30D | -34.3% | +14.4% | -48.7% | -39.5% |
| 3M | -53.4% | -4.9% | -48.5% | -52.2% |
| 6M | -62.0% | -10.2% | -51.7% | -59.7% |
| YTD | -49.1% | -4.1% | -45.0% | -48.4% |
| 1Y | -53.1% | +4.0% | -57.1% | -54.4% |
| 3Y | +318.7% | +8.0% | +310.7% | +292.7% |
| All | +54.8% | +7.8% | +47.0% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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