+2,856.4%
AVGO vs RCAT
-98.5%
+2,954.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | -1.0% |
| 7D | -0.8% | -2.3% | +1.5% | -0.8% |
| 30D | -13.7% | -18.7% | +5.0% | -13.5% |
| 3M | -6.9% | -29.3% | +22.3% | -6.6% |
| 6M | +5.8% | -42.3% | +48.1% | +6.3% |
| YTD | +5.7% | +2.5% | +3.1% | +5.2% |
| 1Y | +9.0% | -5.7% | +14.7% | +8.5% |
| 3Y | +340.5% | +764.9% | -424.4% | +325.2% |
| 5Y | +711.1% | +182.3% | +528.8% | +685.8% |
| 10Y | +2,856.4% | -98.5% | +2,954.9% | +2,510.5% |
| All | +2,856.4% | -98.5% | +2,954.9% | +2,510.5% |
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