+385.0%
ZBRA vs RCAT
-99.8%
+484.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.4% | +2.0% |
| 7D | +0.6% | -5.9% | +6.6% | +0.7% |
| 30D | -14.0% | -19.7% | +5.6% | -13.9% |
| 3M | -14.7% | -62.9% | +48.2% | -14.1% |
| 6M | +31.3% | -59.6% | +90.9% | +32.0% |
| YTD | +33.4% | -52.1% | +85.5% | +33.8% |
| 1Y | +34.1% | -50.9% | +85.0% | +34.4% |
| 3Y | +59.9% | +333.8% | -273.9% | +58.0% |
| 5Y | -45.3% | +40.7% | -86.0% | -45.8% |
| All | +385.0% | -99.8% | +484.8% | +432.3% |
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