+59.3%
OVV vs RCAT
-53.5%
+112.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.4% | -11.4% | -0.3% |
| 7D | -10.7% | +1.1% | -11.9% | -10.8% |
| 30D | -5.3% | -22.0% | +16.7% | -4.9% |
| 3M | +2.4% | -51.1% | +53.5% | +4.0% |
| 6M | +5.7% | -56.6% | +62.3% | +7.5% |
| YTD | +56.8% | -43.3% | +100.0% | +56.0% |
| All | +59.3% | -53.5% | +112.8% | +60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling