+264.6%
AMD vs RCAT
+41.8%
+222.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.4% | -5.3% | -8.4% |
| 7D | +18.9% | -5.9% | +24.9% | +19.8% |
| 30D | -6.4% | -19.7% | +13.2% | -4.0% |
| 3M | +10.6% | -62.9% | +73.4% | +22.6% |
| 6M | +19.9% | -59.6% | +79.5% | +31.1% |
| YTD | +149.4% | -52.1% | +201.5% | +165.8% |
| 1Y | +115.4% | -50.9% | +166.3% | +128.4% |
| 3Y | +357.3% | +333.8% | +23.5% | +321.7% |
| All | +264.6% | +41.8% | +222.8% | +266.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling