+989.8%
SMCI vs APH
+959.3%
+30.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.0% |
| 7D | -11.5% | -5.0% | -6.4% | -7.8% |
| 30D | -33.6% | -8.4% | -25.3% | -28.7% |
| 3M | -11.7% | -4.5% | -7.2% | -8.4% |
| 6M | -21.4% | +25.3% | -46.7% | -35.2% |
| YTD | -5.1% | +18.9% | -24.0% | -22.3% |
| 1Y | -30.9% | +11.9% | -42.8% | -40.3% |
| 3Y | +4.5% | +278.0% | -273.5% | -69.2% |
| 5Y | +534.2% | +306.4% | +227.8% | +77.4% |
| All | +989.8% | +959.3% | +30.5% | +43.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling