+1,770.3%
SMCI vs ALK
-35.7%
+1,806.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +6.3% |
| 7D | +1.3% | -2.1% | +3.4% | +2.1% |
| 30D | +6.6% | -13.1% | +19.7% | +12.3% |
| 3M | +25.4% | -11.8% | +37.2% | +30.5% |
| 6M | +26.1% | -0.4% | +26.5% | +26.2% |
| YTD | +37.0% | -18.2% | +55.2% | +46.2% |
| 1Y | -8.8% | -35.5% | +26.8% | +5.0% |
| 3Y | +44.6% | +1.8% | +42.8% | +34.1% |
| 5Y | +995.9% | -26.6% | +1,022.5% | +1,017.0% |
| All | +1,770.3% | -35.7% | +1,806.0% | +1,621.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling