-2.7%
SMCI vs AAOI
+352.1%
-354.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.1% | -0.6% | +3.6% |
| 7D | +6.8% | -0.7% | +7.4% | +6.9% |
| 30D | +30.6% | -17.9% | +48.5% | +34.5% |
| 3M | -15.6% | -48.0% | +32.4% | -8.7% |
| 6M | +21.3% | +5.8% | +15.4% | +12.2% |
| YTD | +35.3% | +202.7% | -167.5% | +0.3% |
| 1Y | -2.7% | +352.5% | -355.3% | -36.6% |
| All | -2.7% | +352.1% | -354.9% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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