+107.2%
APA vs SMTC
+70.8%
+36.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -12.9% | +6.1% | -7.5% |
| 7D | -13.0% | -24.5% | +11.5% | -14.4% |
| 30D | +2.0% | -42.5% | +44.4% | -1.7% |
| 3M | +24.9% | -14.1% | +39.0% | +25.1% |
| 6M | +7.2% | +3.6% | +3.6% | +13.6% |
| YTD | +87.1% | +50.6% | +36.5% | +108.6% |
| 1Y | +107.2% | +72.2% | +34.9% | +130.2% |
| All | +107.2% | +70.8% | +36.3% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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