+17.6%
SMCI vs AON
-6.9%
+24.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -2.7% |
| 7D | -1.3% | -5.9% | +4.6% | -8.9% |
| 30D | +18.3% | -13.7% | +32.0% | -2.7% |
| 3M | +27.7% | -8.3% | +36.0% | +19.9% |
| 6M | +17.6% | -3.6% | +21.2% | +25.8% |
| All | +17.6% | -6.9% | +24.5% | +25.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling