+788.5%
XLK vs RCAT
-98.5%
+887.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | +0.2% | -4.9% | +5.1% | +0.2% |
| 30D | -0.6% | -22.9% | +22.2% | -0.4% |
| 3M | +2.6% | -33.7% | +36.3% | +2.9% |
| 6M | +34.0% | -50.7% | +84.7% | +34.5% |
| YTD | +30.7% | +0.4% | +30.3% | +30.4% |
| 1Y | +39.2% | -27.6% | +66.8% | +39.1% |
| 3Y | +120.4% | +753.2% | -632.7% | +115.5% |
| 5Y | +148.8% | +183.3% | -34.5% | +143.7% |
| All | +788.5% | -98.5% | +887.0% | +743.6% |
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