-2.7%
SMCI vs AON
-13.5%
+10.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +3.6% |
| 7D | +6.8% | -9.1% | +15.9% | -0.8% |
| 30D | +30.6% | -10.2% | +40.8% | +20.3% |
| 3M | -15.6% | +0.5% | -16.1% | -13.4% |
| 6M | +21.3% | -4.8% | +26.1% | +26.3% |
| YTD | +35.3% | -8.0% | +43.2% | +38.7% |
| 1Y | -2.7% | -13.1% | +10.3% | +0.9% |
| All | -2.7% | -13.5% | +10.8% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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