+45.0%
AAPL vs SMCI
-9.5%
+54.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.3% | -5.5% | +1.5% |
| 7D | +3.8% | +1.3% | +2.6% | +3.8% |
| 30D | +9.9% | +6.6% | +3.3% | +9.6% |
| 3M | +12.5% | +25.4% | -12.9% | +11.3% |
| 6M | +27.6% | +26.1% | +1.5% | +24.7% |
| YTD | +22.6% | +37.0% | -14.4% | +18.5% |
| 1Y | +45.0% | -8.8% | +53.7% | +50.7% |
| All | +45.0% | -9.5% | +54.4% | +50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling