+921.6%
SMCI vs RCAT
+177.7%
+743.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.9% |
| 7D | -1.3% | -5.4% | +4.1% | -0.7% |
| 30D | +18.3% | -24.2% | +42.5% | +22.1% |
| 3M | +27.7% | -25.8% | +53.5% | +31.3% |
| 6M | +17.6% | -44.9% | +62.5% | +24.6% |
| YTD | +27.7% | +1.9% | +25.8% | +26.4% |
| 1Y | -14.9% | -5.2% | -9.7% | -16.0% |
| 3Y | +33.2% | +759.6% | -726.4% | +18.7% |
| 5Y | +921.6% | +187.5% | +734.0% | +828.5% |
| All | +921.6% | +177.7% | +743.9% | +828.5% |
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