+86.7%
AXON vs RCAT
+68.2%
+18.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +4.1% |
| 7D | -25.6% | +7.2% | -32.9% | -26.5% |
| 30D | -23.9% | -20.4% | -3.5% | -22.8% |
| 3M | -50.4% | -59.8% | +9.3% | -46.5% |
| 6M | -20.0% | -61.9% | +41.8% | -13.9% |
| YTD | -44.5% | -45.9% | +1.4% | -42.4% |
| 1Y | -44.9% | -50.5% | +5.6% | -42.7% |
| 3Y | +44.7% | +387.5% | -342.8% | +29.0% |
| 5Y | +86.7% | +70.9% | +15.8% | +79.6% |
| All | +86.7% | +68.2% | +18.5% | +79.6% |
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 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