+1,030.9%
SMCI vs APLD
+502.3%
+528.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.4% | -5.7% | +0.5% |
| 7D | +9.7% | +16.6% | -6.9% | +6.9% |
| 30D | +29.3% | -3.1% | +32.4% | +30.0% |
| 3M | -8.5% | -30.9% | +22.4% | -2.7% |
| 6M | +28.6% | +12.6% | +16.0% | +25.6% |
| YTD | +37.5% | +15.5% | +22.1% | +31.8% |
| 1Y | +0.5% | +103.5% | -103.0% | -12.8% |
| 3Y | +43.4% | +446.5% | -403.1% | -1.2% |
| All | +1,030.9% | +502.3% | +528.6% | +804.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling