+1,093.3%
SMCI vs ALK
-41.4%
+1,134.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.2% | +10.7% | +9.9% |
| 7D | +2.8% | +2.6% | +0.2% | +1.8% |
| 30D | -23.9% | +7.8% | -31.7% | -26.6% |
| 3M | -3.7% | -15.2% | +11.5% | +1.3% |
| 6M | -9.2% | +5.0% | -14.3% | -11.6% |
| YTD | +4.0% | -18.4% | +22.4% | +10.1% |
| 1Y | -21.6% | -2.4% | -19.2% | -22.1% |
| 3Y | +14.4% | +19.8% | -5.4% | -0.7% |
| 5Y | +586.8% | -27.8% | +614.5% | +599.4% |
| 10Y | +1,093.3% | -42.0% | +1,135.3% | +1,023.8% |
| All | +1,093.3% | -41.4% | +1,134.7% | +1,023.8% |
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