+555.5%
AMZN vs RCAT
-98.4%
+653.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -0.6% |
| 7D | +0.8% | +5.4% | -4.6% | +0.8% |
| 30D | -6.4% | -5.6% | -0.8% | -6.4% |
| 3M | +4.8% | -30.2% | +35.0% | +5.0% |
| 6M | +20.5% | -43.4% | +63.9% | +20.8% |
| YTD | +11.3% | +9.6% | +1.7% | +11.0% |
| 1Y | +9.0% | -2.0% | +10.9% | +8.6% |
| 3Y | +85.9% | +825.0% | -739.1% | +82.6% |
| 5Y | +45.8% | +199.8% | -154.0% | +43.4% |
| 10Y | +555.5% | -98.4% | +653.9% | +603.1% |
| All | +555.5% | -98.4% | +653.9% | +603.1% |
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