+79.9%
AAPL vs RCAT
+796.4%
-716.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.3% |
| 7D | -2.7% | +5.4% | -8.1% | -2.9% |
| 30D | +1.0% | -5.6% | +6.6% | +1.1% |
| 3M | +5.0% | -30.2% | +35.2% | +5.8% |
| 6M | +23.0% | -43.4% | +66.4% | +24.1% |
| YTD | +16.6% | +9.6% | +7.0% | +14.9% |
| 1Y | +33.4% | -2.0% | +35.4% | +31.1% |
| 3Y | +79.9% | +825.0% | -745.1% | +81.9% |
| All | +79.9% | +796.4% | -716.5% | +81.9% |
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