+215.4%
ADSK vs RCAT
-98.5%
+313.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | -2.5% | -4.9% | +2.4% | -2.5% |
| 30D | -14.9% | -22.9% | +8.0% | -14.7% |
| 3M | +3.3% | -33.7% | +37.0% | +3.6% |
| 6M | -15.7% | -50.7% | +35.1% | -15.3% |
| YTD | -28.2% | +0.4% | -28.6% | -28.5% |
| 1Y | -34.5% | -27.6% | -6.9% | -34.7% |
| 3Y | -2.9% | +753.2% | -756.1% | -6.3% |
| 5Y | -25.3% | +183.3% | -208.6% | -27.7% |
| All | +215.4% | -98.5% | +313.9% | +190.3% |
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