+40.4%
SMCI vs APP
+615.8%
-575.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.6% |
| 7D | +5.2% | -4.4% | +9.6% | +6.7% |
| 30D | +23.7% | -10.0% | +33.8% | +27.5% |
| 3M | -4.2% | -41.4% | +37.2% | +11.5% |
| 6M | +21.7% | -41.0% | +62.8% | +39.8% |
| YTD | +33.0% | -54.7% | +87.7% | +61.0% |
| 1Y | -9.3% | -45.3% | +36.1% | +0.1% |
| All | +40.4% | +615.8% | -575.4% | -52.3% |
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 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