+4,344.1%
SMCI vs AEP
+442.2%
+3,901.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | +5.2% | +0.9% | +4.3% | +4.9% |
| 30D | +23.7% | +1.5% | +22.3% | +23.2% |
| 3M | -4.2% | -1.7% | -2.5% | -3.7% |
| 6M | +21.7% | -4.0% | +25.8% | +23.0% |
| YTD | +33.0% | +10.6% | +22.4% | +28.3% |
| 1Y | -9.3% | +18.6% | -27.9% | -14.5% |
| 3Y | +38.7% | +78.7% | -40.0% | +9.1% |
| 5Y | +967.2% | +65.1% | +902.1% | +748.1% |
| 10Y | +1,745.9% | +177.7% | +1,568.2% | +1,005.1% |
| All | +4,344.1% | +442.2% | +3,901.8% | +1,611.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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