+1,126.0%
SMCI vs ACHR
-46.3%
+1,172.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | -1.3% | -5.4% | +4.1% | +0.2% |
| 30D | +18.3% | -19.7% | +38.0% | +24.9% |
| 3M | +27.7% | +7.9% | +19.8% | +22.8% |
| 6M | +17.6% | -13.8% | +31.3% | +21.9% |
| YTD | +27.7% | -27.5% | +55.2% | +37.6% |
| 1Y | -14.9% | -33.9% | +19.1% | -7.2% |
| 3Y | +33.2% | -20.0% | +53.2% | +30.8% |
| 5Y | +921.6% | -44.0% | +965.6% | +797.9% |
| All | +1,126.0% | -46.3% | +1,172.3% | +1,005.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling