+102,863.5%
AAPL vs RCAT
-100.0%
+102,963.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.5% |
| 7D | +0.1% | -1.4% | +1.5% | +0.1% |
| 30D | +3.0% | -3.3% | +6.3% | +3.0% |
| 3M | +2.9% | -43.2% | +46.1% | +3.0% |
| 6M | +22.1% | -43.2% | +65.3% | +22.2% |
| YTD | +18.0% | +5.5% | +12.5% | +17.9% |
| 1Y | +33.9% | -1.6% | +35.6% | +33.7% |
| 3Y | +71.2% | +773.7% | -702.5% | +69.6% |
| 5Y | +112.6% | +187.6% | -75.0% | +110.9% |
| 10Y | +1,198.8% | -98.5% | +1,297.2% | +1,159.3% |
| All | +102,863.5% | -100.0% | +102,963.5% | +88,444.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling