-2.7%
SMCI vs BKR
+42.5%
-45.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.8% | +4.6% |
| 7D | +6.8% | +1.7% | +5.0% | +5.8% |
| 30D | +30.6% | +3.3% | +27.2% | +27.9% |
| 3M | -15.6% | -3.6% | -12.0% | -14.8% |
| 6M | +21.3% | +5.0% | +16.2% | +18.0% |
| YTD | +35.3% | +40.9% | -5.7% | +22.9% |
| 1Y | -2.7% | +39.2% | -42.0% | -8.0% |
| All | -2.7% | +42.5% | -45.2% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling