+43.4%
SMCI vs APH
+289.4%
-246.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.8% |
| 7D | +9.7% | +0.2% | +9.5% | +9.4% |
| 30D | +29.3% | -3.3% | +32.7% | +32.9% |
| 3M | -8.5% | +14.0% | -22.5% | -19.4% |
| 6M | +28.6% | +24.4% | +4.2% | +5.3% |
| YTD | +37.5% | +21.4% | +16.1% | +5.6% |
| 1Y | +0.5% | +48.9% | -48.4% | -40.9% |
| 3Y | +43.4% | +290.1% | -246.7% | -79.3% |
| All | +43.4% | +289.4% | -246.0% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling