+1,770.3%
SMCI vs APTV
-16.1%
+1,786.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.4% |
| 7D | +1.3% | -5.0% | +6.3% | +3.7% |
| 30D | +6.6% | -6.1% | +12.7% | +9.6% |
| 3M | +25.4% | -33.0% | +58.4% | +49.6% |
| 6M | +26.1% | -35.2% | +61.4% | +54.9% |
| YTD | +37.0% | -40.1% | +77.2% | +73.4% |
| 1Y | -8.8% | -45.6% | +36.8% | +20.6% |
| 3Y | +44.6% | -54.4% | +99.0% | +100.8% |
| 5Y | +995.9% | -68.9% | +1,064.8% | +1,635.2% |
| All | +1,770.3% | -16.1% | +1,786.4% | +1,984.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling