-16.0%
SMCI vs APA
+31.7%
-47.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.1% | -0.1% |
| 7D | -6.6% | +8.5% | -15.1% | -5.0% |
| 30D | -24.9% | +2.8% | -27.7% | -23.9% |
| 3M | -31.4% | +21.7% | -53.1% | -26.4% |
| 6M | -16.0% | +32.6% | -48.6% | -10.9% |
| All | -16.0% | +31.7% | -47.7% | -10.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling