+1,008.2%
SMCI vs APP
+325.7%
+682.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.4% |
| 7D | +9.7% | +0.1% | +9.6% | +9.6% |
| 30D | +29.3% | -10.0% | +39.4% | +32.8% |
| 3M | -8.5% | -44.6% | +36.2% | +6.2% |
| 6M | +28.6% | -37.9% | +66.4% | +43.1% |
| YTD | +37.5% | -53.7% | +91.2% | +61.0% |
| 1Y | +0.5% | -43.0% | +43.5% | +9.0% |
| 3Y | +43.4% | +640.8% | -597.3% | -28.6% |
| 5Y | +1,008.2% | +358.8% | +649.3% | +466.5% |
| All | +1,008.2% | +325.7% | +682.5% | +466.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling