+967.2%
SMCI vs APH
+350.8%
+616.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +5.2% | +1.6% | +3.6% | +3.6% |
| 30D | +23.7% | -3.0% | +26.7% | +26.8% |
| 3M | -4.2% | +5.7% | -10.0% | -8.9% |
| 6M | +21.7% | +20.0% | +1.8% | +2.5% |
| YTD | +33.0% | +20.8% | +12.2% | +3.1% |
| 1Y | -9.3% | +40.2% | -49.5% | -41.5% |
| 3Y | +38.7% | +288.1% | -249.4% | -71.3% |
| 5Y | +967.2% | +352.5% | +614.6% | +91.5% |
| All | +967.2% | +350.8% | +616.4% | +91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling