+620.2%
ADI vs RCAT
-99.8%
+720.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -2.7% |
| 7D | +9.5% | -5.9% | +15.4% | +9.5% |
| 30D | -1.4% | -19.7% | +18.3% | -1.2% |
| 3M | +4.7% | -62.9% | +67.6% | +5.5% |
| 6M | -7.4% | -59.6% | +52.1% | -6.9% |
| YTD | +48.1% | -52.1% | +100.1% | +48.5% |
| 1Y | +69.6% | -50.9% | +120.5% | +70.0% |
| 3Y | +144.4% | +333.8% | -189.4% | +140.6% |
| 5Y | +134.1% | +40.7% | +93.4% | +131.1% |
| All | +620.2% | -99.8% | +720.0% | +611.5% |
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 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