-41.3%
SMCI vs AHR
+356.1%
-397.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.2% | +7.5% |
| 7D | +1.3% | -2.1% | +3.4% | +1.8% |
| 30D | +6.6% | +1.9% | +4.7% | +6.1% |
| 3M | +25.4% | +15.7% | +9.8% | +18.0% |
| 6M | +26.1% | +2.5% | +23.6% | +25.1% |
| YTD | +37.0% | +15.0% | +22.0% | +30.0% |
| 1Y | -8.8% | +28.1% | -36.9% | -17.6% |
| All | -41.3% | +356.1% | -397.4% | -73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling