+16.0%
AVTR vs RCAT
-7.9%
+23.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.5% | +4.1% | -1.9% |
| 7D | +1.6% | -2.3% | +3.9% | +1.8% |
| 30D | +8.4% | -18.7% | +27.1% | +9.9% |
| 3M | +50.2% | -29.3% | +79.4% | +53.9% |
| 6M | +82.6% | -42.3% | +124.9% | +87.4% |
| YTD | +29.8% | +2.5% | +27.3% | +28.7% |
| 1Y | +16.0% | -5.7% | +21.7% | +12.5% |
| All | +16.0% | -7.9% | +23.9% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling