+526.8%
MSTR vs RCAT
-99.6%
+626.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.4% | +2.8% | -3.5% |
| 7D | -10.7% | -5.6% | -5.1% | -10.7% |
| 30D | -21.6% | -27.0% | +5.5% | -21.1% |
| 3M | +24.4% | -57.9% | +82.3% | +26.5% |
| 6M | -35.5% | -59.4% | +23.9% | -34.4% |
| YTD | -20.3% | -46.9% | +26.6% | -19.6% |
| 1Y | -49.3% | -54.0% | +4.7% | -48.8% |
| 3Y | +137.8% | +378.4% | -240.6% | +130.0% |
| 5Y | +48.3% | +61.9% | -13.6% | +44.6% |
| 10Y | +526.8% | -99.6% | +626.4% | +512.0% |
| All | +526.8% | -99.6% | +626.4% | +512.0% |
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