+7.9%
ZBH vs RCAT
-59.1%
+67.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -10.3% | +23.8% | +13.2% |
| 7D | +14.3% | -18.5% | +32.8% | +13.8% |
| 30D | +20.3% | -37.0% | +57.2% | +19.4% |
| 3M | +15.3% | -54.9% | +70.1% | +14.0% |
| 6M | +33.9% | -63.6% | +97.6% | +32.5% |
| YTD | +23.5% | -49.6% | +73.0% | +19.3% |
| 1Y | +7.9% | -57.8% | +65.7% | +5.2% |
| All | +7.9% | -59.1% | +67.0% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling