+2,967.4%
SMCI vs RCAT
-99.9%
+3,067.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.4% |
| 7D | -6.6% | -5.9% | -0.6% | -6.5% |
| 30D | -24.9% | -19.7% | -5.2% | -24.8% |
| 3M | -31.4% | -62.9% | +31.5% | -30.9% |
| 6M | -16.0% | -59.6% | +43.5% | -15.6% |
| YTD | -8.2% | -52.1% | +43.9% | -7.8% |
| 1Y | -23.4% | -50.9% | +27.5% | -23.1% |
| 3Y | +5.0% | +333.8% | -328.7% | +4.2% |
| 5Y | +515.0% | +40.7% | +474.3% | +511.1% |
| 10Y | +953.7% | -99.8% | +1,053.5% | +900.6% |
| All | +2,967.4% | -99.9% | +3,067.3% | +2,314.2% |
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