+114,338.5%
AAPL vs RCAT
-100.0%
+114,438.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +2.0% |
| 7D | +1.8% | +7.2% | -5.5% | +1.7% |
| 30D | +4.3% | -20.4% | +24.7% | +4.3% |
| 3M | +16.6% | -59.8% | +76.4% | +16.9% |
| 6M | +21.6% | -61.9% | +83.5% | +21.8% |
| YTD | +31.2% | -45.9% | +77.1% | +31.2% |
| 1Y | +29.6% | -50.5% | +80.1% | +29.6% |
| 3Y | +93.1% | +387.5% | -294.4% | +91.6% |
| 5Y | +146.2% | +70.9% | +75.3% | +144.6% |
| 10Y | +1,326.9% | -99.7% | +1,426.6% | +1,287.8% |
| All | +114,338.5% | -100.0% | +114,438.5% | +98,460.8% |
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