+35.7%
AVAV vs RCAT
+71.1%
-35.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +11.4% | +1.2% | +10.9% |
| 7D | +3.2% | +1.1% | +2.0% | +3.0% |
| 30D | -7.4% | -22.0% | +14.6% | -4.1% |
| 3M | -32.0% | -51.1% | +19.1% | -24.9% |
| 6M | -24.6% | -56.6% | +32.0% | -15.5% |
| YTD | -47.5% | -43.3% | -4.3% | -43.1% |
| 1Y | -61.5% | -51.5% | -10.0% | -57.8% |
| 3Y | +5.5% | +411.4% | -405.9% | -3.4% |
| 5Y | +35.7% | +74.4% | -38.7% | +22.0% |
| All | +35.7% | +71.1% | -35.4% | +22.0% |
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 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