-37.6%
SMCI vs APP
-56.9%
+19.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +10.7% | -16.4% | -7.4% |
| 7D | -17.3% | +4.5% | -21.9% | -18.1% |
| 30D | -31.5% | -3.6% | -27.8% | -31.1% |
| 3M | -6.6% | -35.3% | +28.7% | -0.4% |
| 6M | +6.0% | -42.8% | +48.8% | +16.1% |
| YTD | +1.1% | -59.7% | +60.8% | +10.9% |
| 1Y | -37.6% | -55.4% | +17.8% | -35.3% |
| All | -37.6% | -56.9% | +19.3% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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