-37.6%
SMCI vs APTV
-46.4%
+8.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.6% | -10.3% | -7.9% |
| 7D | -17.3% | -1.9% | -15.5% | -16.9% |
| 30D | -31.5% | -1.4% | -30.0% | -31.3% |
| 3M | -6.6% | -9.3% | +2.8% | -2.8% |
| 6M | +6.0% | -27.3% | +33.3% | +27.1% |
| YTD | +1.1% | -43.1% | +44.3% | +27.7% |
| 1Y | -37.6% | -46.5% | +8.9% | -19.9% |
| All | -37.6% | -46.4% | +8.8% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling