-47.9%
SOUN vs RCAT
+99.5%
-147.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.5% |
| 7D | -9.5% | +7.2% | -16.7% | -12.4% |
| 30D | -21.3% | -20.4% | -0.9% | -17.5% |
| 3M | -47.2% | -59.8% | +12.5% | -33.3% |
| 6M | -53.7% | -61.9% | +8.1% | -42.6% |
| YTD | -60.8% | -45.9% | -14.9% | -58.0% |
| 1Y | -70.9% | -50.5% | -20.4% | -68.4% |
| 3Y | +118.4% | +387.5% | -269.1% | +17.0% |
| All | -47.9% | +99.5% | -147.4% | -67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling