+527.5%
APP vs RCAT
-1.9%
+529.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.4% | +7.3% | +4.3% |
| 7D | +4.6% | -5.9% | +10.5% | +5.2% |
| 30D | +56.0% | -19.7% | +75.7% | +58.5% |
| 3M | +30.8% | -62.9% | +93.7% | +43.8% |
| 6M | -9.8% | -59.6% | +49.8% | -2.7% |
| YTD | -39.3% | -52.1% | +12.8% | -36.3% |
| 1Y | -26.4% | -50.9% | +24.5% | -23.3% |
| 3Y | +887.9% | +333.8% | +554.1% | +751.0% |
| 5Y | +264.1% | +40.7% | +223.4% | +220.1% |
| All | +527.5% | -1.9% | +529.4% | +465.6% |
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 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