+77.2%
AXON vs RCAT
+46.9%
+30.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +18.6% | -36.8% | -19.9% |
| 7D | -26.8% | -12.7% | -14.1% | -26.2% |
| 30D | -22.9% | -34.3% | +11.4% | -20.3% |
| 3M | -40.1% | -53.4% | +13.3% | -36.1% |
| 6M | -18.9% | -62.0% | +43.1% | -12.5% |
| YTD | -44.9% | -49.1% | +4.2% | -42.5% |
| 1Y | -46.7% | -53.1% | +6.4% | -44.2% |
| 3Y | +44.3% | +318.7% | -274.3% | +30.0% |
| All | +77.2% | +46.9% | +30.3% | +71.7% |
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