+4,419.4%
SMCI vs RCAT
-99.8%
+4,519.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.5% | +4.6% |
| 7D | +6.8% | -1.4% | +8.2% | +6.8% |
| 30D | +30.6% | -3.3% | +33.9% | +30.6% |
| 3M | -15.6% | -43.2% | +27.6% | -15.3% |
| 6M | +21.3% | -43.2% | +64.4% | +21.6% |
| YTD | +35.3% | +5.5% | +29.7% | +35.1% |
| 1Y | -2.7% | -1.6% | -1.1% | -2.8% |
| 3Y | +40.3% | +773.7% | -733.4% | +38.5% |
| 5Y | +941.8% | +187.6% | +754.2% | +929.8% |
| 10Y | +1,687.4% | -98.5% | +1,785.8% | +1,587.1% |
| All | +4,419.4% | -99.8% | +4,519.3% | +3,439.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling