+89.9%
AMZN vs RCAT
+390.2%
-300.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.4% | -8.4% | +2.4% |
| 7D | +8.7% | +1.1% | +7.5% | +8.4% |
| 30D | +1.7% | -22.0% | +23.7% | +2.6% |
| 3M | -2.8% | -51.1% | +48.4% | 0.0% |
| 6M | -2.1% | -56.6% | +54.5% | +0.6% |
| YTD | +15.6% | -43.3% | +58.9% | +16.4% |
| 1Y | +9.2% | -51.5% | +60.7% | +10.3% |
| 3Y | +89.9% | +411.4% | -321.5% | +90.9% |
| All | +89.9% | +390.2% | -300.3% | +90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling