+11,177.3%
AAPL vs SMCI
+4,449.2%
+6,728.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.4% |
| 7D | -2.7% | +9.7% | -12.4% | -3.9% |
| 30D | +1.0% | +29.3% | -28.3% | -2.7% |
| 3M | +5.0% | -8.5% | +13.4% | +3.8% |
| 6M | +23.0% | +28.6% | -5.5% | +13.6% |
| YTD | +16.6% | +37.5% | -20.9% | +6.0% |
| 1Y | +33.4% | +0.5% | +32.9% | +25.7% |
| 3Y | +79.9% | +43.4% | +36.4% | +31.6% |
| 5Y | +109.0% | +1,008.2% | -899.2% | -4.1% |
| 10Y | +1,210.4% | +1,776.0% | -565.6% | +394.2% |
| All | +11,177.3% | +4,449.2% | +6,728.2% | +2,674.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling