+54.0%
ZM vs RCAT
+12.2%
+41.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -2.7% | -5.4% | +2.7% | -2.7% |
| 30D | -10.0% | -24.2% | +14.2% | -9.6% |
| 3M | +1.6% | -25.8% | +27.4% | +1.9% |
| 6M | +25.0% | -44.9% | +69.9% | +25.6% |
| YTD | +10.6% | +1.9% | +8.7% | +9.9% |
| 1Y | +14.0% | -5.2% | +19.1% | +13.0% |
| 3Y | +32.5% | +759.6% | -727.1% | +26.1% |
| 5Y | -68.3% | +187.5% | -255.9% | -69.7% |
| All | +54.0% | +12.2% | +41.7% | +38.9% |
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 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