+504.5%
AVAV vs RCAT
-99.9%
+604.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.7% |
| 7D | -2.2% | -1.4% | -0.8% | -2.2% |
| 30D | -13.9% | -3.3% | -10.6% | -13.9% |
| 3M | -29.2% | -43.2% | +14.0% | -29.1% |
| 6M | -36.1% | -43.2% | +7.0% | -36.0% |
| YTD | -40.2% | +5.5% | -45.7% | -40.2% |
| 1Y | -36.2% | -1.6% | -34.6% | -36.2% |
| 3Y | +47.5% | +773.7% | -726.2% | +47.3% |
| 5Y | +39.3% | +187.6% | -148.4% | +39.1% |
| 10Y | +482.6% | -98.5% | +581.0% | +491.5% |
| All | +504.5% | -99.9% | +604.4% | +472.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling