-53.5%
SOUN vs RCAT
+76.7%
-130.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.4% | -2.1% |
| 7D | -15.1% | -5.9% | -9.1% | -13.8% |
| 30D | -23.0% | -19.7% | -3.3% | -19.5% |
| 3M | -53.3% | -62.9% | +9.5% | -39.7% |
| 6M | -58.6% | -59.6% | +1.0% | -49.0% |
| YTD | -65.0% | -52.1% | -12.9% | -61.2% |
| 1Y | -71.4% | -50.9% | -20.5% | -68.9% |
| 3Y | +75.4% | +333.8% | -258.4% | -2.9% |
| All | -53.5% | +76.7% | -130.2% | -69.6% |
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