+27.7%
AVAV vs RCAT
+41.8%
-14.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -2.2% |
| 7D | +4.2% | -5.9% | +10.2% | +5.3% |
| 30D | -2.6% | -19.7% | +17.1% | +0.6% |
| 3M | -38.0% | -62.9% | +24.9% | -28.7% |
| 6M | -27.0% | -59.6% | +32.6% | -16.9% |
| YTD | -51.4% | -52.1% | +0.7% | -46.0% |
| 1Y | -60.2% | -50.9% | -9.3% | -56.0% |
| 3Y | -6.7% | +333.8% | -340.4% | -12.5% |
| All | +27.7% | +41.8% | -14.1% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling