+848.7%
APA vs SMTC
+62,999.7%
-62,151.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +9.2% | -12.4% | -4.2% |
| 7D | +0.5% | +12.7% | -12.2% | -0.9% |
| 30D | +23.4% | +22.0% | +1.4% | +20.0% |
| 3M | +12.7% | -12.7% | +25.4% | +12.7% |
| 6M | +39.4% | +64.8% | -25.4% | +28.0% |
| YTD | +79.0% | +100.7% | -21.7% | +59.9% |
| 1Y | +88.8% | +146.9% | -58.1% | +63.8% |
| 3Y | +6.4% | +456.8% | -450.5% | -21.1% |
| 5Y | +153.0% | +89.2% | +63.7% | +109.5% |
| 10Y | +7.5% | +426.9% | -419.3% | -18.4% |
| All | +848.7% | +62,999.7% | -62,151.0% | +459.5% |
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