+1,278.0%
AAPL vs SMCI
+1,818.7%
-540.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.3% | -5.5% | +1.1% |
| 7D | +3.8% | +1.3% | +2.6% | +3.7% |
| 30D | +9.9% | +6.6% | +3.3% | +9.1% |
| 3M | +12.5% | +25.4% | -12.9% | +8.9% |
| 6M | +27.6% | +26.1% | +1.5% | +20.8% |
| YTD | +22.6% | +37.0% | -14.4% | +14.5% |
| 1Y | +45.0% | -8.8% | +53.7% | +40.5% |
| 3Y | +87.8% | +44.6% | +43.2% | +46.1% |
| 5Y | +128.7% | +995.9% | -867.3% | +16.2% |
| All | +1,278.0% | +1,818.7% | -540.7% | +519.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling