+2,427.9%
SMCI vs APO
+1,716.2%
+711.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.0% |
| 7D | +5.2% | -1.0% | +6.2% | +5.7% |
| 30D | +23.7% | -0.4% | +24.1% | +23.6% |
| 3M | -4.2% | -0.9% | -3.3% | -3.9% |
| 6M | +21.7% | +22.1% | -0.4% | +9.5% |
| YTD | +33.0% | -8.4% | +41.4% | +37.3% |
| 1Y | -9.3% | -0.9% | -8.3% | -10.5% |
| 3Y | +38.7% | +56.1% | -17.4% | +12.2% |
| 5Y | +967.2% | +136.0% | +831.1% | +620.7% |
| 10Y | +1,745.9% | +949.3% | +796.6% | +578.3% |
| All | +2,427.9% | +1,716.2% | +711.7% | +581.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling