-17.7%
SMCI vs APP
-18.0%
+0.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.7% | -8.6% | -11.0% |
| 7D | -0.3% | +10.6% | -10.9% | -1.2% |
| 30D | -30.9% | +44.6% | -75.5% | -33.3% |
| 3M | -28.2% | +29.6% | -57.8% | -29.0% |
| 6M | -17.7% | -19.8% | +2.1% | -8.1% |
| All | -17.7% | -18.0% | +0.4% | -8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling