-67.2%
ZM vs RCAT
+192.8%
-259.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.9% | -8.7% | -5.0% |
| 7D | +1.6% | +5.4% | -3.8% | +1.4% |
| 30D | -7.7% | -5.6% | -2.1% | -7.6% |
| 3M | -4.7% | -30.2% | +25.6% | -3.5% |
| 6M | +24.4% | -43.4% | +67.8% | +26.1% |
| YTD | +11.8% | +9.6% | +2.1% | +9.0% |
| 1Y | +13.4% | -2.0% | +15.3% | +10.0% |
| 3Y | +33.8% | +825.0% | -791.2% | +12.3% |
| 5Y | -67.2% | +199.8% | -267.0% | -72.1% |
| All | -67.2% | +192.8% | -259.9% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling