+62.2%
OVV vs RCAT
-56.5%
+118.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.4% | +8.3% | +2.0% |
| 7D | -7.3% | -5.6% | -1.7% | -7.2% |
| 30D | -3.6% | -27.0% | +23.5% | -3.0% |
| 3M | -2.6% | -57.9% | +55.3% | -0.7% |
| 6M | +7.6% | -59.4% | +67.0% | +9.6% |
| YTD | +59.6% | -46.9% | +106.5% | +59.1% |
| 1Y | +62.2% | -54.0% | +116.3% | +63.2% |
| All | +62.2% | -56.5% | +118.7% | +63.2% |
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