+28,084.6%
AVGO vs RCAT
-99.8%
+28,184.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +11.4% | -2.6% | +8.7% |
| 7D | -0.9% | +1.1% | -2.0% | -0.9% |
| 30D | -11.6% | -22.0% | +10.4% | -11.6% |
| 3M | -25.2% | -51.1% | +26.0% | -25.0% |
| 6M | -25.4% | -56.6% | +31.2% | -25.3% |
| YTD | -7.2% | -43.3% | +36.1% | -7.1% |
| 1Y | -7.9% | -51.5% | +43.6% | -7.8% |
| 3Y | +262.1% | +411.4% | -149.3% | +260.7% |
| 5Y | +525.7% | +74.4% | +451.3% | +523.6% |
| 10Y | +2,300.3% | -99.6% | +2,399.9% | +2,332.6% |
| All | +28,084.6% | -99.8% | +28,184.3% | +31,434.6% |
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