+967.2%
SMCI vs ALK
-28.1%
+995.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.9% |
| 7D | +5.2% | -3.0% | +8.2% | +6.5% |
| 30D | +23.7% | -14.6% | +38.3% | +31.7% |
| 3M | -4.2% | -10.6% | +6.4% | +0.5% |
| 6M | +21.7% | -6.7% | +28.4% | +24.5% |
| YTD | +33.0% | -19.8% | +52.8% | +43.3% |
| 1Y | -9.3% | -35.2% | +25.9% | +4.9% |
| 3Y | +38.7% | +1.4% | +37.3% | +25.0% |
| 5Y | +967.2% | -30.7% | +997.8% | +1,008.9% |
| All | +967.2% | -28.1% | +995.3% | +1,008.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling