-14.9%
SMCI vs APP
-44.1%
+29.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.1% | -7.1% | -4.4% |
| 7D | -1.3% | +0.3% | -1.6% | -1.4% |
| 30D | +18.3% | -1.3% | +19.6% | +18.3% |
| 3M | +27.7% | -36.2% | +63.9% | +35.1% |
| 6M | +17.6% | -34.1% | +51.7% | +24.3% |
| YTD | +27.7% | -53.3% | +81.0% | +35.1% |
| 1Y | -14.9% | -44.5% | +29.7% | -8.6% |
| All | -14.9% | -44.1% | +29.3% | -8.6% |
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