-8.8%
SMCI vs APH
+42.2%
-51.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +4.4% |
| 7D | +1.3% | +1.4% | -0.1% | +0.5% |
| 30D | +6.6% | -1.2% | +7.9% | +7.2% |
| 3M | +25.4% | +10.3% | +15.2% | +18.3% |
| 6M | +26.1% | +25.2% | +1.0% | +11.3% |
| YTD | +37.0% | +24.6% | +12.4% | +11.5% |
| 1Y | -8.8% | +41.4% | -50.2% | -30.4% |
| All | -8.8% | +42.2% | -51.0% | -30.4% |
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