-37.6%
SMCI vs AAOI
+91.2%
-128.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -7.3% | +1.6% | -4.3% |
| 7D | -17.3% | -27.9% | +10.6% | -12.1% |
| 30D | -31.5% | -51.2% | +19.8% | -22.1% |
| 3M | -6.6% | -55.0% | +48.4% | +6.7% |
| 6M | +6.0% | -65.7% | +71.8% | +21.3% |
| YTD | +1.1% | +70.0% | -68.9% | -10.7% |
| 1Y | -37.6% | +100.9% | -138.5% | -47.6% |
| All | -37.6% | +91.2% | -128.7% | -47.6% |
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