-47.1%
MSTR vs RCAT
-51.9%
+4.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.6% |
| 7D | -14.2% | +7.2% | -21.4% | -16.3% |
| 30D | -19.9% | -20.4% | +0.5% | -15.7% |
| 3M | +27.3% | -59.8% | +87.1% | +58.6% |
| 6M | -37.6% | -61.9% | +24.3% | -23.5% |
| YTD | -19.5% | -45.9% | +26.4% | -21.7% |
| 1Y | -47.1% | -50.5% | +3.4% | -47.7% |
| All | -47.1% | -51.9% | +4.7% | -47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling