+2,855.0%
SMCI vs AAOI
+953.6%
+1,901.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +7.0% |
| 7D | +1.3% | -0.2% | +1.4% | +1.3% |
| 30D | +6.6% | -23.7% | +30.3% | +10.8% |
| 3M | +25.4% | -39.0% | +64.5% | +33.1% |
| 6M | +26.1% | -17.0% | +43.2% | +23.1% |
| YTD | +37.0% | +202.2% | -165.2% | +4.5% |
| 1Y | -8.8% | +292.4% | -301.2% | -34.8% |
| 3Y | +44.6% | +804.4% | -759.8% | -17.9% |
| 5Y | +995.9% | +1,318.0% | -322.1% | +423.5% |
| 10Y | +1,801.4% | +436.7% | +1,364.6% | +735.7% |
| All | +2,855.0% | +953.6% | +1,901.4% | +1,129.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling