-17.7%
SMCI vs AMT
+10.9%
-28.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.2% | -11.1% | -11.4% |
| 7D | -0.3% | -2.2% | +1.8% | -1.2% |
| 30D | -30.9% | +5.8% | -36.7% | -29.2% |
| 3M | -28.2% | +12.6% | -40.8% | -25.3% |
| 6M | -17.7% | +8.3% | -26.0% | -15.4% |
| All | -17.7% | +10.9% | -28.6% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 6mo: compounded portfolio wealth divided by compounded AMT 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…
6mo analysis · Full analysis span regression · 6 months rolling