+185.7%
SOUN vs RCAT
+796.4%
-610.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.9% | -6.4% | -3.5% |
| 7D | -4.1% | +5.4% | -9.5% | -5.4% |
| 30D | -18.1% | -5.6% | -12.5% | -17.4% |
| 3M | -12.3% | -30.2% | +17.9% | -5.2% |
| 6M | -18.6% | -43.4% | +24.8% | -10.6% |
| YTD | -34.1% | +9.6% | -43.7% | -40.0% |
| 1Y | -57.0% | -2.0% | -55.1% | -60.6% |
| 3Y | +185.7% | +825.0% | -639.3% | +132.1% |
| All | +185.7% | +796.4% | -610.7% | +132.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling