+44.6%
SMCI vs ACHR
-19.6%
+64.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +6.3% |
| 7D | +1.3% | -2.3% | +3.6% | +2.3% |
| 30D | +6.6% | -11.3% | +17.9% | +11.7% |
| 3M | +25.4% | +5.3% | +20.1% | +18.6% |
| 6M | +26.1% | -13.2% | +39.4% | +32.1% |
| YTD | +37.0% | -25.8% | +62.8% | +51.0% |
| 1Y | -8.8% | -34.3% | +25.5% | +2.7% |
| 3Y | +44.6% | -19.9% | +64.5% | +35.4% |
| All | +44.6% | -19.6% | +64.2% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling