-37.6%
SMCI vs APO
-5.6%
-31.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +8.1% | -13.8% | -8.9% |
| 7D | -17.3% | +8.2% | -25.5% | -20.6% |
| 30D | -31.5% | +6.4% | -37.9% | -33.6% |
| 3M | -6.6% | -7.4% | +0.9% | -3.2% |
| 6M | +6.0% | -4.2% | +10.2% | +7.5% |
| YTD | +1.1% | -14.1% | +15.3% | +10.5% |
| 1Y | -37.6% | -4.4% | -33.2% | -35.8% |
| All | -37.6% | -5.6% | -31.9% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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