+8.6%
SMCI vs APH
+278.0%
-269.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.0% |
| 7D | -11.5% | -5.0% | -6.4% | -7.6% |
| 30D | -33.6% | -8.4% | -25.3% | -28.4% |
| 3M | -11.7% | -4.5% | -7.2% | -8.3% |
| 6M | -21.4% | +25.3% | -46.7% | -36.0% |
| YTD | -5.1% | +18.9% | -24.0% | -25.7% |
| 1Y | -30.9% | +11.9% | -42.8% | -42.1% |
| All | +8.6% | +278.0% | -269.3% | -86.3% |
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