+906.6%
SMCI vs APP
+357.9%
+548.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +4.0% |
| 7D | +6.8% | +0.9% | +5.9% | +6.5% |
| 30D | +30.6% | -23.3% | +53.8% | +39.0% |
| 3M | -15.6% | -42.6% | +27.1% | -3.4% |
| 6M | +21.3% | -33.6% | +54.9% | +32.1% |
| YTD | +35.3% | -52.4% | +87.7% | +56.3% |
| 1Y | -2.7% | -35.9% | +33.2% | +1.6% |
| 3Y | +40.3% | +642.2% | -601.9% | -26.7% |
| 5Y | +941.8% | +311.1% | +630.8% | +436.9% |
| All | +906.6% | +357.9% | +548.7% | +388.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling