+4,419.4%
SMCI vs APA
-13.9%
+4,433.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.7% | +5.4% |
| 7D | +6.8% | +0.5% | +6.2% | +6.5% |
| 30D | +30.6% | +23.4% | +7.2% | +22.9% |
| 3M | -15.6% | +12.7% | -28.3% | -19.2% |
| 6M | +21.3% | +39.4% | -18.2% | +6.7% |
| YTD | +35.3% | +79.0% | -43.7% | +10.5% |
| 1Y | -2.7% | +88.8% | -91.6% | -22.5% |
| 3Y | +40.3% | +6.4% | +34.0% | +26.3% |
| 5Y | +941.8% | +153.0% | +788.9% | +599.6% |
| 10Y | +1,687.4% | +7.5% | +1,679.8% | +1,052.6% |
| All | +4,419.4% | -13.9% | +4,433.3% | +2,344.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling