+629.7%
AMZN vs RCAT
-99.6%
+729.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.4% | +7.9% | +1.5% |
| 7D | +8.0% | -5.6% | +13.7% | +8.1% |
| 30D | +3.2% | -27.0% | +30.3% | +3.4% |
| 3M | -2.6% | -57.9% | +55.3% | -2.1% |
| 6M | -0.7% | -59.4% | +58.7% | -0.2% |
| YTD | +17.4% | -46.9% | +64.3% | +17.5% |
| 1Y | +9.0% | -54.0% | +63.1% | +9.3% |
| 3Y | +88.7% | +378.4% | -289.7% | +86.1% |
| 5Y | +55.6% | +61.9% | -6.3% | +53.7% |
| 10Y | +629.7% | -99.6% | +729.3% | +647.5% |
| All | +629.7% | -99.6% | +729.3% | +647.5% |
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