+893.2%
APA vs SMTC
+49,585.3%
-48,692.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.8% | -13.0% | -1.6% |
| 7D | -8.7% | -4.8% | -3.9% | -8.6% |
| 30D | -2.4% | -37.8% | +35.4% | +2.0% |
| 3M | +19.0% | -16.5% | +35.5% | +19.2% |
| 6M | +26.8% | -4.4% | +31.2% | +23.4% |
| YTD | +87.3% | +58.0% | +29.3% | +69.8% |
| 1Y | +92.3% | +62.0% | +30.3% | +73.3% |
| 3Y | +37.3% | +745.7% | -708.4% | -3.6% |
| 5Y | +73.2% | +29.0% | +44.2% | +47.7% |
| 10Y | -0.9% | +351.4% | -352.2% | -24.2% |
| All | +893.2% | +49,585.3% | -48,692.1% | +494.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling