-2.7%
SMCI vs ACHR
-32.2%
+29.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.9% |
| 7D | +6.8% | -0.7% | +7.5% | +7.1% |
| 30D | +30.6% | +9.8% | +20.8% | +21.4% |
| 3M | -15.6% | -10.5% | -5.1% | -13.0% |
| 6M | +21.3% | -15.5% | +36.8% | +27.6% |
| YTD | +35.3% | -24.1% | +59.3% | +45.8% |
| 1Y | -2.7% | -32.4% | +29.7% | +18.9% |
| All | -2.7% | -32.2% | +29.5% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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