-13.6%
SOUN vs RCAT
+278.1%
-291.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.5% | +5.1% | +0.5% |
| 7D | -4.4% | -2.3% | -2.1% | -3.9% |
| 30D | -13.1% | -18.7% | +5.6% | -8.4% |
| 3M | -7.7% | -29.3% | +21.6% | +0.1% |
| 6M | -21.2% | -42.3% | +21.2% | -13.2% |
| YTD | -35.0% | +2.5% | -37.5% | -40.7% |
| 1Y | -56.4% | -5.7% | -50.7% | -60.5% |
| 3Y | +181.7% | +764.9% | -583.2% | +30.5% |
| All | -13.6% | +278.1% | -291.7% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling