+29.8%
AEM vs RCAT
-7.4%
+37.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -5.0% | -5.4% | +0.3% | -4.4% |
| 30D | +8.5% | -24.2% | +32.7% | +12.1% |
| 3M | +29.3% | -25.8% | +55.1% | +32.7% |
| 6M | -12.9% | -44.9% | +32.0% | -8.7% |
| YTD | +16.8% | +1.9% | +14.9% | +14.1% |
| 1Y | +29.8% | -5.2% | +35.0% | +26.2% |
| All | +29.8% | -7.4% | +37.3% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling