-2.7%
SMCI vs AAL
-2.5%
-0.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +4.0% |
| 7D | +6.8% | -3.7% | +10.5% | +8.5% |
| 30D | +30.6% | -20.8% | +51.4% | +44.2% |
| 3M | -15.6% | -1.3% | -14.3% | -17.1% |
| 6M | +21.3% | +5.4% | +15.9% | +12.7% |
| YTD | +35.3% | -14.4% | +49.6% | +30.7% |
| 1Y | -2.7% | +2.1% | -4.8% | -4.8% |
| All | -2.7% | -2.5% | -0.2% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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