-44.8%
ACHR vs RCAT
+639.1%
-683.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -6.5% | +0.8% | -4.9% |
| 7D | -2.7% | -2.3% | -0.4% | -2.4% |
| 30D | -12.1% | -18.7% | +6.6% | -9.9% |
| 3M | +3.4% | -29.3% | +32.7% | +7.6% |
| 6M | -15.6% | -42.3% | +26.7% | -11.3% |
| YTD | -26.9% | +2.5% | -29.4% | -28.2% |
| 1Y | -34.8% | -5.7% | -29.1% | -35.6% |
| 3Y | -19.2% | +764.9% | -784.1% | -27.8% |
| 5Y | -43.8% | +182.3% | -226.1% | -49.2% |
| All | -44.8% | +639.1% | -683.9% | -52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling