+2,981.1%
SMCI vs AVAV
+419.5%
+2,561.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.9% | -8.4% | -10.6% |
| 7D | -0.3% | +18.4% | -18.7% | -4.8% |
| 30D | -30.9% | -4.9% | -26.0% | -30.1% |
| 3M | -28.2% | -37.7% | +9.4% | -19.4% |
| 6M | -17.7% | -28.4% | +10.7% | -11.8% |
| YTD | -7.8% | -50.0% | +42.3% | +6.0% |
| 1Y | -28.8% | -62.6% | +33.8% | -12.3% |
| 3Y | +1.5% | -0.6% | +2.1% | -4.7% |
| 5Y | +517.8% | +31.9% | +485.8% | +409.8% |
| 10Y | +958.4% | +332.3% | +626.1% | +474.6% |
| All | +2,981.1% | +419.5% | +2,561.5% | +1,278.9% |
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 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