-2.7%
SMCI vs APH
-25.2%
+22.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -47.8% | +54.0% | +17.1% |
| 7D | +2.9% | -48.7% | +51.6% | +14.8% |
| 30D | +30.6% | -51.9% | +82.5% | +51.5% |
| 3M | -15.6% | -43.6% | +28.0% | -10.3% |
| 6M | +21.3% | -37.5% | +58.8% | +21.6% |
| YTD | +35.3% | -38.6% | +73.9% | +25.4% |
| 1Y | -2.7% | -26.3% | +23.6% | -21.6% |
| All | -2.7% | -25.2% | +22.5% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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