+40.4%
SMCI vs RCAT
+738.1%
-697.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.5% | +3.2% | -2.3% |
| 7D | +5.2% | -2.3% | +7.5% | +5.6% |
| 30D | +23.7% | -18.7% | +42.4% | +27.5% |
| 3M | -4.2% | -29.3% | +25.1% | +0.3% |
| 6M | +21.7% | -42.3% | +64.1% | +30.5% |
| YTD | +33.0% | +2.5% | +30.5% | +30.6% |
| 1Y | -9.3% | -5.7% | -3.6% | -11.4% |
| All | +40.4% | +738.1% | -697.8% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling