+294.5%
ZETA vs RCAT
+29.9%
+264.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -6.4% | +14.6% | +8.8% |
| 7D | +13.2% | -5.6% | +18.8% | +13.5% |
| 30D | +6.0% | -27.0% | +33.0% | +8.6% |
| 3M | +27.3% | -57.9% | +85.2% | +36.6% |
| 6M | +104.6% | -59.4% | +164.0% | +117.9% |
| YTD | +72.3% | -46.9% | +119.2% | +77.9% |
| 1Y | +76.3% | -54.0% | +130.4% | +83.2% |
| 3Y | +325.6% | +378.4% | -52.8% | +289.2% |
| 5Y | +254.2% | +61.9% | +192.3% | +225.1% |
| All | +294.5% | +29.9% | +264.5% | +271.8% |
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 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