-2.7%
SMCI vs APTV
-39.9%
+37.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.5% | +2.9% |
| 7D | +6.8% | +4.8% | +2.0% | +4.1% |
| 30D | +30.6% | +2.0% | +28.6% | +28.6% |
| 3M | -15.6% | -34.2% | +18.7% | +11.0% |
| 6M | +21.3% | -34.7% | +55.9% | +51.3% |
| YTD | +35.3% | -37.0% | +72.2% | +65.7% |
| 1Y | -2.7% | -40.4% | +37.7% | +23.4% |
| All | -2.7% | -39.9% | +37.2% | +23.4% |
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