+1,237.1%
AAPL vs RCAT
-98.5%
+1,335.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | -0.2% |
| 7D | -3.0% | -2.3% | -0.7% | -2.9% |
| 30D | +2.3% | -18.7% | +21.0% | +2.4% |
| 3M | +8.6% | -29.3% | +37.9% | +8.8% |
| 6M | +21.6% | -42.3% | +63.9% | +21.8% |
| YTD | +16.3% | +2.5% | +13.8% | +15.9% |
| 1Y | +35.1% | -5.7% | +40.7% | +34.5% |
| 3Y | +79.4% | +764.9% | -685.5% | +74.9% |
| 5Y | +109.8% | +182.3% | -72.5% | +105.1% |
| 10Y | +1,237.1% | -98.5% | +1,335.6% | +1,179.4% |
| All | +1,237.1% | -98.5% | +1,335.6% | +1,179.4% |
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