-8.8%
SMCI vs APA
+101.6%
-110.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.4% |
| 7D | +1.3% | +4.6% | -3.3% | +2.4% |
| 30D | +6.6% | +11.9% | -5.3% | +9.5% |
| 3M | +25.4% | +22.5% | +3.0% | +30.9% |
| 6M | +26.1% | +37.5% | -11.4% | +26.5% |
| YTD | +37.0% | +87.2% | -50.2% | +30.4% |
| 1Y | -8.8% | +101.4% | -110.2% | -12.5% |
| All | -8.8% | +101.6% | -110.4% | -12.5% |
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 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