-8.8%
SMCI vs AON
-16.9%
+8.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +8.9% | +6.0% |
| 7D | +1.3% | -6.3% | +7.6% | -3.7% |
| 30D | +6.6% | -14.1% | +20.7% | -5.0% |
| 3M | +25.4% | -9.5% | +34.9% | +18.7% |
| 6M | +26.1% | -4.0% | +30.2% | +25.1% |
| YTD | +37.0% | -13.8% | +50.8% | +33.8% |
| 1Y | -8.8% | -18.3% | +9.5% | -7.4% |
| All | -8.8% | -16.9% | +8.2% | -7.4% |
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