+1,770.3%
SMCI vs RCAT
-98.5%
+1,868.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +7.3% |
| 7D | +1.3% | -4.9% | +6.2% | +1.4% |
| 30D | +6.6% | -22.9% | +29.5% | +7.2% |
| 3M | +25.4% | -33.7% | +59.2% | +26.3% |
| 6M | +26.1% | -50.7% | +76.9% | +27.7% |
| YTD | +37.0% | +0.4% | +36.6% | +36.8% |
| 1Y | -8.8% | -27.6% | +18.9% | -8.6% |
| 3Y | +44.6% | +753.2% | -708.6% | +38.9% |
| 5Y | +995.9% | +183.3% | +812.7% | +957.4% |
| All | +1,770.3% | -98.5% | +1,868.9% | +1,188.4% |
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