+182.3%
AXON vs RCAT
+183.7%
-1.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -4.0% |
| 7D | -14.2% | -1.4% | -12.7% | -14.0% |
| 30D | -15.4% | -3.3% | -12.0% | -15.1% |
| 3M | +0.5% | -43.2% | +43.7% | +4.9% |
| 6M | -9.5% | -43.2% | +33.7% | -6.5% |
| YTD | -9.2% | +5.5% | -14.8% | -10.7% |
| 1Y | -29.4% | -1.6% | -27.7% | -30.8% |
| 3Y | +139.4% | +773.7% | -634.3% | +106.5% |
| All | +182.3% | +183.7% | -1.4% | +149.1% |
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