+37.5%
ZBRA vs RCAT
+796.4%
-758.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.9% | -6.7% | -3.1% |
| 7D | +2.6% | +5.4% | -2.8% | +2.2% |
| 30D | -6.4% | -5.6% | -0.8% | -6.1% |
| 3M | +51.3% | -30.2% | +81.5% | +54.0% |
| 6M | +60.5% | -43.4% | +103.9% | +63.9% |
| YTD | +45.2% | +9.6% | +35.5% | +40.6% |
| 1Y | +12.3% | -2.0% | +14.3% | +8.5% |
| 3Y | +37.5% | +825.0% | -787.5% | +17.9% |
| All | +37.5% | +796.4% | -758.9% | +17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling