+3,072.4%
SMCI vs AVAV
+431.0%
+2,641.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.7% | -0.1% | -2.1% |
| 7D | -11.5% | 0.0% | -11.4% | -11.6% |
| 30D | -33.6% | -9.9% | -23.7% | -32.0% |
| 3M | -11.7% | -34.7% | +23.0% | -2.1% |
| 6M | -21.4% | -26.6% | +5.2% | -16.4% |
| YTD | -5.1% | -48.9% | +43.9% | +8.4% |
| 1Y | -30.9% | -63.0% | +32.2% | -14.6% |
| 3Y | +4.5% | +1.6% | +2.9% | -2.5% |
| 5Y | +534.2% | +34.5% | +499.7% | +420.2% |
| 10Y | +1,062.8% | +359.3% | +703.5% | +520.7% |
| All | +3,072.4% | +431.0% | +2,641.4% | +1,310.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling