-16.3%
SOUN vs RCAT
+275.8%
-292.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -6.8% | -5.4% | -1.4% | -5.5% |
| 30D | -15.2% | -24.2% | +9.0% | -8.7% |
| 3M | -7.0% | -25.8% | +18.9% | -0.5% |
| 6M | -20.5% | -44.9% | +24.4% | -11.2% |
| YTD | -37.0% | +1.9% | -38.9% | -42.5% |
| 1Y | -55.3% | -5.2% | -50.1% | -59.6% |
| 3Y | +173.0% | +759.6% | -586.5% | +26.7% |
| All | -16.3% | +275.8% | -292.1% | -55.0% |
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