+5.5%
SMCI vs APP
+801.9%
-796.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.7% | -8.6% | -10.5% |
| 7D | -0.3% | +10.6% | -10.9% | -3.0% |
| 30D | -30.9% | +44.6% | -75.5% | -39.2% |
| 3M | -28.2% | +29.6% | -57.8% | -35.0% |
| 6M | -17.7% | -19.8% | +2.1% | -14.8% |
| YTD | -7.8% | -41.6% | +33.8% | +1.2% |
| 1Y | -28.8% | -32.7% | +3.9% | -26.1% |
| All | +5.5% | +801.9% | -796.4% | -66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling