+89.0%
ROIV vs RCAT
-56.7%
+145.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +18.6% | -12.5% | +4.1% |
| 7D | +5.3% | -12.7% | +18.1% | +6.4% |
| 30D | +11.9% | -34.3% | +46.2% | +16.2% |
| 3M | +10.7% | -53.4% | +64.1% | +18.7% |
| 6M | +34.9% | -62.0% | +96.9% | +44.9% |
| YTD | +79.2% | -49.1% | +128.2% | +83.3% |
| 1Y | +89.0% | -53.1% | +142.1% | +93.9% |
| All | +89.0% | -56.7% | +145.7% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 1y: compounded portfolio wealth divided by compounded RCAT 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…
1y analysis · Full analysis span regression · 6 months rolling