+44.6%
SMCI vs APTV
-55.4%
+100.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.5% |
| 7D | +1.3% | -5.0% | +6.3% | +4.2% |
| 30D | +6.6% | -6.1% | +12.7% | +10.2% |
| 3M | +25.4% | -33.0% | +58.4% | +57.4% |
| 6M | +26.1% | -35.2% | +61.4% | +63.1% |
| YTD | +37.0% | -40.1% | +77.2% | +83.3% |
| 1Y | -8.8% | -45.6% | +36.8% | +29.1% |
| 3Y | +44.6% | -54.4% | +99.0% | +105.1% |
| All | +44.6% | -55.4% | +100.0% | +105.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling