+4,484.7%
AZO vs RCAT
-100.0%
+4,584.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -4.9% | -1.1% |
| 7D | -0.5% | +5.4% | -5.9% | -0.5% |
| 30D | -5.6% | -5.6% | 0.0% | -5.6% |
| 3M | -4.0% | -30.2% | +26.2% | -4.0% |
| 6M | -18.9% | -43.4% | +24.5% | -19.0% |
| YTD | -13.0% | +9.6% | -22.6% | -12.9% |
| 1Y | -30.4% | -2.0% | -28.5% | -30.4% |
| 3Y | +12.7% | +825.0% | -812.3% | +13.5% |
| 5Y | +89.6% | +199.8% | -110.2% | +90.9% |
| 10Y | +304.7% | -98.4% | +403.1% | +324.7% |
| All | +4,484.7% | -100.0% | +4,584.7% | +5,646.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling