+4,419.4%
SMCI vs ALK
+391.5%
+4,028.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +4.0% |
| 7D | +6.8% | -0.7% | +7.4% | +7.0% |
| 30D | +30.6% | -19.2% | +49.8% | +40.2% |
| 3M | -15.6% | -1.5% | -14.1% | -15.2% |
| 6M | +21.3% | -13.1% | +34.3% | +26.9% |
| YTD | +35.3% | -16.4% | +51.7% | +43.1% |
| 1Y | -2.7% | -33.1% | +30.3% | +10.0% |
| 3Y | +40.3% | +0.6% | +39.7% | +31.7% |
| 5Y | +941.8% | -26.4% | +968.2% | +965.1% |
| 10Y | +1,687.4% | -34.2% | +1,721.5% | +1,590.7% |
| All | +4,419.4% | +391.5% | +4,028.0% | +1,874.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling