+308.5%
ROST vs RCAT
-98.5%
+407.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.5% | +4.7% | -1.7% |
| 7D | -2.2% | -2.3% | +0.1% | -2.2% |
| 30D | -11.4% | -18.7% | +7.3% | -11.4% |
| 3M | -1.6% | -29.3% | +27.6% | -1.5% |
| 6M | +6.8% | -42.3% | +49.1% | +6.9% |
| YTD | +25.8% | +2.5% | +23.3% | +25.6% |
| 1Y | +52.4% | -5.7% | +58.1% | +52.1% |
| 3Y | +94.4% | +764.9% | -670.5% | +92.3% |
| 5Y | +108.2% | +182.3% | -74.1% | +106.2% |
| 10Y | +308.5% | -98.5% | +407.0% | +328.0% |
| All | +308.5% | -98.5% | +407.0% | +328.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling