+268.6%
RTX vs RCAT
-99.6%
+368.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.4% | +8.5% | +2.1% |
| 7D | -1.7% | -5.6% | +3.9% | -1.7% |
| 30D | +7.7% | -27.0% | +34.7% | +7.9% |
| 3M | -10.3% | -57.9% | +47.6% | -9.8% |
| 6M | +14.6% | -59.4% | +74.0% | +15.1% |
| YTD | +10.4% | -46.9% | +57.3% | +10.6% |
| 1Y | +13.5% | -54.0% | +67.6% | +13.8% |
| 3Y | +158.6% | +378.4% | -219.8% | +153.0% |
| 5Y | +147.3% | +61.9% | +85.3% | +142.7% |
| 10Y | +268.6% | -99.6% | +368.3% | +244.8% |
| All | +268.6% | -99.6% | +368.3% | +244.8% |
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