+636.4%
ADI vs RCAT
-98.5%
+734.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +0.6% |
| 7D | +2.6% | -2.3% | +4.9% | +2.6% |
| 30D | -4.6% | -18.7% | +14.1% | -4.5% |
| 3M | -9.5% | -29.3% | +19.8% | -9.3% |
| 6M | +14.8% | -42.3% | +57.2% | +15.1% |
| YTD | +35.8% | +2.5% | +33.3% | +35.5% |
| 1Y | +48.9% | -5.7% | +54.6% | +48.4% |
| 3Y | +115.6% | +764.9% | -649.3% | +111.0% |
| 5Y | +135.1% | +182.3% | -47.2% | +130.6% |
| 10Y | +636.4% | -98.5% | +734.9% | +590.7% |
| All | +636.4% | -98.5% | +734.9% | +590.7% |
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