+4,944.5%
SMCI vs AWK
+963.1%
+3,981.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -3.9% |
| 7D | -1.3% | -0.7% | -0.5% | -1.2% |
| 30D | +18.3% | +2.8% | +15.5% | +17.5% |
| 3M | +27.7% | +11.3% | +16.4% | +24.5% |
| 6M | +17.6% | +6.7% | +10.9% | +15.1% |
| YTD | +27.7% | +9.4% | +18.3% | +24.0% |
| 1Y | -14.9% | +3.7% | -18.6% | -16.7% |
| 3Y | +33.2% | +9.2% | +24.0% | +23.5% |
| 5Y | +921.6% | -15.7% | +937.3% | +921.0% |
| 10Y | +1,672.4% | +135.3% | +1,537.1% | +1,077.6% |
| All | +4,944.5% | +963.1% | +3,981.4% | +1,778.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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