+114,183.9%
AAPL vs RCAT
-100.0%
+114,283.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.3% | +8.1% | -0.1% |
| 7D | +3.2% | +15.6% | -12.4% | +3.1% |
| 30D | +4.1% | -24.1% | +28.2% | +4.1% |
| 3M | +17.5% | -61.9% | +79.4% | +17.8% |
| 6M | +20.6% | -64.3% | +84.9% | +20.8% |
| YTD | +31.0% | -50.4% | +81.4% | +31.1% |
| 1Y | +30.2% | -54.0% | +84.3% | +30.3% |
| 3Y | +92.9% | +347.2% | -254.3% | +91.4% |
| 5Y | +142.4% | +45.7% | +96.7% | +140.9% |
| 10Y | +1,324.9% | -99.7% | +1,424.7% | +1,286.2% |
| All | +114,183.9% | -100.0% | +114,283.9% | +98,348.4% |
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 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