-37.6%
SMCI vs AMP
+18.6%
-56.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.5% | -10.2% | -6.5% |
| 7D | -17.3% | +7.7% | -25.0% | -18.7% |
| 30D | -31.5% | +6.6% | -38.0% | -32.5% |
| 3M | -6.6% | -4.7% | -1.9% | -4.9% |
| 6M | +6.0% | +12.9% | -6.9% | -0.2% |
| YTD | +1.1% | +8.6% | -7.5% | -0.6% |
| 1Y | -37.6% | +18.2% | -55.8% | -42.7% |
| All | -37.6% | +18.6% | -56.1% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 1y: compounded portfolio wealth divided by compounded AMP 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…
1y analysis · Full analysis span regression · 6 months rolling