+4,495.9%
SMCI vs APA
-12.3%
+4,508.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.2% |
| 7D | +9.7% | -1.7% | +11.4% | +10.1% |
| 30D | +29.3% | +15.7% | +13.6% | +23.9% |
| 3M | -8.5% | +16.5% | -24.9% | -13.2% |
| 6M | +28.6% | +35.1% | -6.5% | +14.2% |
| YTD | +37.5% | +82.2% | -44.7% | +11.8% |
| 1Y | +0.5% | +102.5% | -101.9% | -21.4% |
| 3Y | +43.4% | +10.3% | +33.1% | +27.9% |
| 5Y | +1,008.2% | +166.1% | +842.1% | +634.1% |
| 10Y | +1,776.0% | -4.9% | +1,780.9% | +1,183.2% |
| All | +4,495.9% | -12.3% | +4,508.2% | +2,374.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling