+41.1%
SMCI vs AVAV
+27.3%
+13.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +5.1% |
| 7D | +6.8% | -2.2% | +9.0% | +7.6% |
| 30D | +30.6% | -13.9% | +44.5% | +37.0% |
| 3M | -15.6% | -29.2% | +13.6% | -6.4% |
| 6M | +21.3% | -36.1% | +57.4% | +38.2% |
| YTD | +35.3% | -40.2% | +75.5% | +51.4% |
| 1Y | -2.7% | -36.2% | +33.5% | +7.2% |
| All | +41.1% | +27.3% | +13.7% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling