+358.4%
AVAV vs RCAT
-99.8%
+458.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +18.6% | -8.2% | +10.3% |
| 7D | -10.6% | -12.7% | +2.2% | -10.4% |
| 30D | -18.8% | -34.3% | +15.5% | -18.4% |
| 3M | -34.1% | -53.4% | +19.3% | -33.6% |
| 6M | -35.3% | -62.0% | +26.6% | -34.7% |
| YTD | -53.4% | -49.1% | -4.3% | -53.0% |
| 1Y | -65.6% | -53.1% | -12.5% | -65.4% |
| 3Y | -5.1% | +318.7% | -323.7% | -4.8% |
| 5Y | +18.5% | +48.5% | -30.0% | +18.9% |
| All | +358.4% | -99.8% | +458.1% | +422.6% |
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