+47.6%
AMDL vs RCAT
+413.3%
-365.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +18.6% | +3.6% | +17.2% |
| 7D | -26.2% | -12.7% | -13.5% | -22.3% |
| 30D | -57.1% | -34.3% | -22.8% | -51.2% |
| 3M | -29.8% | -53.4% | +23.6% | -13.8% |
| 6M | -22.2% | -62.0% | +39.7% | +0.5% |
| YTD | +142.1% | -49.1% | +191.2% | +194.4% |
| 1Y | +85.8% | -53.1% | +139.0% | +127.7% |
| All | +47.6% | +413.3% | -365.8% | +102.6% |
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