+141.2%
AAPL vs RCAT
+63.2%
+78.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.8% | -0.4% |
| 7D | +5.0% | -5.6% | +10.6% | +5.1% |
| 30D | +3.5% | -27.0% | +30.6% | +4.4% |
| 3M | +13.1% | -57.9% | +71.0% | +15.9% |
| 6M | +19.0% | -59.4% | +78.4% | +21.6% |
| YTD | +28.5% | -46.9% | +75.5% | +28.8% |
| 1Y | +29.7% | -54.0% | +83.7% | +30.3% |
| 3Y | +89.2% | +378.4% | -289.2% | +69.8% |
| 5Y | +141.2% | +61.9% | +79.3% | +126.5% |
| All | +141.2% | +63.2% | +78.0% | +126.5% |
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