+10.3%
APA vs SMTC
+556.3%
-546.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.0% | -8.1% | +1.3% |
| 7D | -1.7% | +22.9% | -24.6% | -2.9% |
| 30D | +15.7% | +16.6% | -0.9% | +14.4% |
| 3M | +16.5% | +2.4% | +14.0% | +15.6% |
| 6M | +35.1% | +98.3% | -63.2% | +26.3% |
| YTD | +82.2% | +120.7% | -38.5% | +67.8% |
| 1Y | +102.5% | +168.3% | -65.8% | +81.6% |
| 3Y | +10.3% | +571.7% | -561.4% | -12.6% |
| All | +10.3% | +556.3% | -546.0% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling