+980.0%
SMCI vs AAL
-32.1%
+1,012.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.0% | +6.8% |
| 7D | +1.3% | -0.9% | +2.2% | +1.6% |
| 30D | +6.6% | -12.9% | +19.5% | +12.3% |
| 3M | +25.4% | -11.2% | +36.6% | +29.4% |
| 6M | +26.1% | +17.8% | +8.3% | +18.4% |
| YTD | +37.0% | -15.1% | +52.1% | +43.5% |
| 1Y | -8.8% | +0.5% | -9.2% | -10.7% |
| 3Y | +44.6% | -7.7% | +52.3% | +34.9% |
| All | +980.0% | -32.1% | +1,012.1% | +1,002.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling