+359.3%
AVAV vs RCAT
-99.6%
+458.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.4% | +3.7% | -2.7% |
| 7D | 0.0% | -5.6% | +5.6% | 0.0% |
| 30D | -9.9% | -27.0% | +17.1% | -9.6% |
| 3M | -34.7% | -57.9% | +23.2% | -34.1% |
| 6M | -26.6% | -59.4% | +32.8% | -25.9% |
| YTD | -48.9% | -46.9% | -2.0% | -48.5% |
| 1Y | -63.0% | -54.0% | -9.0% | -62.7% |
| 3Y | +1.6% | +378.4% | -376.8% | +1.8% |
| 5Y | +34.5% | +61.9% | -27.4% | +34.8% |
| 10Y | +359.3% | -99.6% | +458.9% | +412.0% |
| All | +359.3% | -99.6% | +458.9% | +412.0% |
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