+34.8%
SMCI vs APA
+11.9%
+22.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.9% |
| 7D | -1.3% | +0.8% | -2.1% | -1.4% |
| 30D | +18.3% | +9.6% | +8.7% | +16.5% |
| 3M | +27.7% | +18.0% | +9.7% | +23.9% |
| 6M | +17.6% | +41.9% | -24.3% | +5.3% |
| YTD | +27.7% | +86.3% | -58.6% | +4.7% |
| 1Y | -14.9% | +97.9% | -112.7% | -32.1% |
| All | +34.8% | +11.9% | +22.9% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling