-9.3%
SMCI vs AVAV
-40.1%
+30.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.4% | +2.1% | -1.4% |
| 7D | +5.2% | -3.2% | +8.4% | +6.4% |
| 30D | +23.7% | -25.6% | +49.3% | +37.1% |
| 3M | -4.2% | -20.2% | +16.0% | +2.0% |
| 6M | +21.7% | -38.1% | +59.8% | +40.0% |
| YTD | +33.0% | -41.8% | +74.8% | +44.9% |
| 1Y | -9.3% | -39.0% | +29.7% | -0.9% |
| All | -9.3% | -40.1% | +30.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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