-2.7%
SMCI vs APLD
+85.3%
-88.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.8% | +4.0% |
| 7D | +6.8% | +4.1% | +2.7% | +5.4% |
| 30D | +30.6% | -11.7% | +42.3% | +35.8% |
| 3M | -15.6% | -40.3% | +24.7% | -2.3% |
| 6M | +21.3% | -8.0% | +29.2% | +22.8% |
| YTD | +35.3% | +7.5% | +27.7% | +27.0% |
| 1Y | -2.7% | +84.0% | -86.7% | -23.4% |
| All | -2.7% | +85.3% | -88.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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