+1,770.3%
SMCI vs APO
+945.2%
+825.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.4% | +6.8% |
| 7D | +1.3% | -3.5% | +4.8% | +3.2% |
| 30D | +6.6% | -6.6% | +13.2% | +10.4% |
| 3M | +25.4% | -3.3% | +28.7% | +27.1% |
| 6M | +26.1% | +22.6% | +3.5% | +12.2% |
| YTD | +37.0% | -9.8% | +46.8% | +43.0% |
| 1Y | -8.8% | -3.9% | -4.9% | -8.7% |
| 3Y | +44.6% | +52.5% | -7.9% | +15.7% |
| 5Y | +995.9% | +134.0% | +861.9% | +616.8% |
| All | +1,770.3% | +945.2% | +825.1% | +640.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling