+207.9%
TECK vs RCAT
+184.3%
+23.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.5% | +4.2% | -1.9% |
| 7D | +4.9% | -2.3% | +7.2% | +5.0% |
| 30D | +5.2% | -18.7% | +23.9% | +6.4% |
| 3M | +13.8% | -29.3% | +43.1% | +15.7% |
| 6M | +38.5% | -42.3% | +80.8% | +41.5% |
| YTD | +47.3% | +2.5% | +44.8% | +45.7% |
| 1Y | +81.0% | -5.7% | +86.7% | +78.2% |
| 3Y | +79.9% | +764.9% | -685.0% | +59.2% |
| 5Y | +207.9% | +182.3% | +25.6% | +180.8% |
| All | +207.9% | +184.3% | +23.6% | +180.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling