-8.8%
SMCI vs APO
-2.1%
-6.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.4% | +6.9% |
| 7D | +1.3% | -3.5% | +4.8% | +3.0% |
| 30D | +6.6% | -6.6% | +13.2% | +9.9% |
| 3M | +25.4% | -3.3% | +28.7% | +26.2% |
| 6M | +26.1% | +22.6% | +3.5% | +15.2% |
| YTD | +37.0% | -9.8% | +46.8% | +42.5% |
| 1Y | -8.8% | -3.9% | -4.9% | -8.7% |
| All | -8.8% | -2.1% | -6.7% | -8.7% |
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