-37.6%
SMCI vs APA
+107.6%
-145.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -6.9% | +1.2% | -7.5% |
| 7D | -17.3% | -13.0% | -4.4% | -20.4% |
| 30D | -31.5% | +2.0% | -33.4% | -30.5% |
| 3M | -6.6% | +24.9% | -31.5% | +0.3% |
| 6M | +6.0% | +7.2% | -1.1% | +10.5% |
| YTD | +1.1% | +87.1% | -86.0% | -5.5% |
| 1Y | -37.6% | +107.2% | -144.7% | -45.4% |
| All | -37.6% | +107.6% | -145.2% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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