+4,419.4%
SMCI vs APH
+4,510.6%
-91.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +3.9% |
| 7D | +6.8% | +5.0% | +1.8% | +3.1% |
| 30D | +30.6% | -3.9% | +34.5% | +34.0% |
| 3M | -15.6% | +13.0% | -28.6% | -22.4% |
| 6M | +21.3% | +25.2% | -3.9% | +4.5% |
| YTD | +35.3% | +22.9% | +12.3% | +13.9% |
| 1Y | -2.7% | +47.8% | -50.6% | -28.6% |
| 3Y | +40.3% | +283.0% | -242.7% | -44.4% |
| 5Y | +941.8% | +349.7% | +592.2% | +277.9% |
| 10Y | +1,687.4% | +1,061.2% | +626.1% | +262.1% |
| All | +4,419.4% | +4,510.6% | -91.2% | +284.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling