+2,526.9%
SMCI vs APTV
+173.4%
+2,353.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.6% | -2.0% |
| 7D | +5.2% | -1.2% | +6.4% | +5.7% |
| 30D | +23.7% | -10.6% | +34.4% | +30.2% |
| 3M | -4.2% | -35.0% | +30.8% | +17.1% |
| 6M | +21.7% | -38.9% | +60.6% | +53.7% |
| YTD | +33.0% | -41.5% | +74.5% | +70.4% |
| 1Y | -9.3% | -45.8% | +36.5% | +20.2% |
| 3Y | +38.7% | -55.7% | +94.4% | +96.4% |
| 5Y | +967.2% | -70.1% | +1,037.3% | +1,639.4% |
| 10Y | +1,745.9% | -19.1% | +1,765.0% | +1,658.9% |
| All | +2,526.9% | +173.4% | +2,353.4% | +1,194.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling