+127.8%
AAPL vs SMCI
+987.9%
-860.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.3% | -5.5% | +1.3% |
| 7D | +3.8% | +1.3% | +2.6% | +3.7% |
| 30D | +9.9% | +6.6% | +3.3% | +9.3% |
| 3M | +12.5% | +25.4% | -12.9% | +9.9% |
| 6M | +27.6% | +26.1% | +1.5% | +22.6% |
| YTD | +22.6% | +37.0% | -14.4% | +16.6% |
| 1Y | +45.0% | -8.8% | +53.7% | +41.9% |
| 3Y | +87.8% | +44.6% | +43.2% | +52.8% |
| All | +127.8% | +987.9% | -860.1% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling