+11,146.0%
AAPL vs SMCI
+4,298.9%
+6,847.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.1% |
| 7D | -3.0% | +5.2% | -8.2% | -3.6% |
| 30D | +2.3% | +23.7% | -21.4% | -0.9% |
| 3M | +8.6% | -4.2% | +12.8% | +6.8% |
| 6M | +21.6% | +21.7% | -0.2% | +13.0% |
| YTD | +16.3% | +33.0% | -16.7% | +6.1% |
| 1Y | +35.1% | -9.3% | +44.4% | +29.1% |
| 3Y | +79.4% | +38.7% | +40.7% | +31.8% |
| 5Y | +109.8% | +967.2% | -857.3% | -3.2% |
| 10Y | +1,237.1% | +1,745.9% | -508.8% | +404.6% |
| All | +11,146.0% | +4,298.9% | +6,847.1% | +2,678.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded SMCI 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling