+873.3%
SMCI vs BBAI
-71.7%
+945.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -3.0% |
| 7D | +5.2% | -4.1% | +9.3% | +5.6% |
| 30D | +23.7% | -12.4% | +36.1% | +25.2% |
| 3M | -4.2% | -29.1% | +24.9% | -1.2% |
| 6M | +21.7% | -32.6% | +54.4% | +26.5% |
| YTD | +33.0% | -47.6% | +80.6% | +40.6% |
| 1Y | -9.3% | -41.0% | +31.7% | -5.8% |
| 3Y | +38.7% | +67.5% | -28.7% | +30.9% |
| 5Y | +967.2% | -71.3% | +1,038.4% | +839.4% |
| All | +873.3% | -71.7% | +945.0% | +756.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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