+269.0%
RTX vs RCAT
-99.7%
+368.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.5% |
| 7D | +1.4% | +7.2% | -5.8% | +1.4% |
| 30D | +7.8% | -20.4% | +28.2% | +8.0% |
| 3M | -9.8% | -59.8% | +50.0% | -9.2% |
| 6M | +13.5% | -61.9% | +75.4% | +14.2% |
| YTD | +10.9% | -45.9% | +56.8% | +11.1% |
| 1Y | +14.0% | -50.5% | +64.5% | +14.2% |
| 3Y | +159.9% | +387.5% | -227.6% | +154.3% |
| 5Y | +151.7% | +70.9% | +80.8% | +146.9% |
| 10Y | +269.0% | -99.7% | +368.7% | +244.3% |
| All | +269.0% | -99.7% | +368.7% | +244.3% |
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