-8.8%
SMCI vs AHR
+26.4%
-35.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.2% | +7.2% |
| 7D | +1.3% | -2.1% | +3.4% | +1.0% |
| 30D | +6.6% | +1.9% | +4.7% | +6.9% |
| 3M | +25.4% | +15.7% | +9.8% | +23.6% |
| 6M | +26.1% | +2.5% | +23.6% | +27.6% |
| YTD | +37.0% | +15.0% | +22.0% | +44.7% |
| 1Y | -8.8% | +28.1% | -36.9% | +4.0% |
| All | -8.8% | +26.4% | -35.1% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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