+275.2%
RTX vs RCAT
-98.4%
+373.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -1.0% |
| 7D | -3.1% | +5.4% | -8.5% | -3.1% |
| 30D | -10.6% | -5.6% | -5.0% | -10.5% |
| 3M | +11.6% | -30.2% | +41.9% | +11.9% |
| 6M | -4.5% | -43.4% | +38.9% | -4.3% |
| YTD | +9.6% | +9.6% | -0.1% | +9.2% |
| 1Y | +30.8% | -2.0% | +32.8% | +30.3% |
| 3Y | +152.8% | +825.0% | -672.2% | +146.2% |
| 5Y | +167.1% | +199.8% | -32.7% | +160.8% |
| 10Y | +275.2% | -98.4% | +373.6% | +244.8% |
| All | +275.2% | -98.4% | +373.6% | +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