+43.4%
SMCI vs ALK
+1.7%
+41.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.9% |
| 7D | +9.7% | +0.1% | +9.5% | +9.6% |
| 30D | +29.3% | -18.5% | +47.8% | +39.5% |
| 3M | -8.5% | -3.6% | -4.9% | -7.2% |
| 6M | +28.6% | -3.7% | +32.3% | +29.6% |
| YTD | +37.5% | -19.0% | +56.6% | +46.0% |
| 1Y | +0.5% | -36.0% | +36.6% | +13.6% |
| 3Y | +43.4% | +2.3% | +41.1% | +40.6% |
| All | +43.4% | +1.7% | +41.8% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling