+375.7%
ROIV vs RCAT
+390.2%
-14.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.4% | -6.8% | +4.0% |
| 7D | +13.3% | +1.1% | +12.2% | +13.0% |
| 30D | +14.8% | -22.0% | +36.8% | +15.9% |
| 3M | +11.9% | -51.1% | +63.1% | +15.6% |
| 6M | +42.4% | -56.6% | +99.0% | +46.8% |
| YTD | +87.4% | -43.3% | +130.7% | +89.9% |
| 1Y | +97.2% | -51.5% | +148.7% | +100.5% |
| 3Y | +375.7% | +411.4% | -35.7% | +340.1% |
| All | +375.7% | +390.2% | -14.5% | +340.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling