+7.3%
AVAV vs RCAT
+25.6%
-18.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -14.9% | +5.0% | -7.7% |
| 7D | -24.3% | -32.6% | +8.3% | -19.8% |
| 30D | -28.9% | -46.3% | +17.4% | -22.3% |
| 3M | -39.3% | -60.7% | +21.4% | -30.7% |
| 6M | -38.8% | -67.4% | +28.6% | -28.5% |
| YTD | -57.8% | -57.1% | -0.7% | -52.4% |
| 1Y | -70.9% | -63.8% | -7.1% | -66.8% |
| 3Y | -14.8% | +268.1% | -282.9% | -18.6% |
| 5Y | +7.3% | +25.2% | -17.9% | +6.3% |
| All | +7.3% | +25.6% | -18.4% | +6.3% |
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