+64.7%
OVV vs RCAT
-51.9%
+116.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +3.0% |
| 7D | +1.2% | +7.2% | -6.0% | +1.0% |
| 30D | -2.5% | -20.4% | +17.9% | -2.1% |
| 3M | +0.5% | -59.8% | +60.2% | +2.6% |
| 6M | +8.5% | -61.9% | +70.3% | +11.0% |
| YTD | +64.5% | -45.9% | +110.4% | +63.4% |
| 1Y | +64.7% | -50.5% | +115.2% | +64.6% |
| All | +64.7% | -51.9% | +116.5% | +64.6% |
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 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