+29.0%
NFLX vs RCAT
+183.7%
-154.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.4% | -5.3% |
| 7D | -4.2% | -1.4% | -2.8% | -4.2% |
| 30D | +5.5% | -3.3% | +8.8% | +5.5% |
| 3M | -4.1% | -43.2% | +39.2% | -2.3% |
| 6M | -20.7% | -43.2% | +22.5% | -19.7% |
| YTD | -16.5% | +5.5% | -22.1% | -18.4% |
| 1Y | -37.8% | -1.6% | -36.1% | -39.5% |
| 3Y | +77.9% | +773.7% | -695.8% | +45.7% |
| All | +29.0% | +183.7% | -154.8% | +7.8% |
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