+1,770.3%
SMCI vs APA
-2.4%
+1,772.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.2% |
| 7D | +1.3% | +4.6% | -3.3% | +0.4% |
| 30D | +6.6% | +11.9% | -5.3% | +4.2% |
| 3M | +25.4% | +22.5% | +3.0% | +20.0% |
| 6M | +26.1% | +37.5% | -11.4% | +15.3% |
| YTD | +37.0% | +87.2% | -50.2% | +17.0% |
| 1Y | -8.8% | +101.4% | -110.2% | -23.8% |
| 3Y | +44.6% | +16.9% | +27.7% | +30.5% |
| 5Y | +995.9% | +178.4% | +817.5% | +721.5% |
| All | +1,770.3% | -2.4% | +1,772.7% | +1,287.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling