+1,096.4%
SMCI vs AFRM
-25.0%
+1,121.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.1% | -2.3% |
| 7D | +5.2% | -8.0% | +13.2% | +6.8% |
| 30D | +23.7% | -9.8% | +33.5% | +25.8% |
| 3M | -4.2% | +4.7% | -8.9% | -5.4% |
| 6M | +21.7% | +34.1% | -12.4% | +14.9% |
| YTD | +33.0% | -8.4% | +41.4% | +33.8% |
| 1Y | -9.3% | -22.9% | +13.6% | -6.7% |
| 3Y | +38.7% | +203.3% | -164.6% | +10.8% |
| 5Y | +967.2% | -26.0% | +993.1% | +742.5% |
| All | +1,096.4% | -25.0% | +1,121.4% | +872.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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