-8.8%
SMCI vs BKR
+28.9%
-37.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.8% | +7.6% |
| 7D | +1.3% | -7.0% | +8.3% | +4.9% |
| 30D | +6.6% | -8.1% | +14.7% | +10.9% |
| 3M | +25.4% | -6.6% | +32.1% | +28.5% |
| 6M | +26.1% | +0.9% | +25.3% | +25.8% |
| YTD | +37.0% | +31.1% | +5.9% | +29.0% |
| 1Y | -8.8% | +27.7% | -36.5% | -10.6% |
| All | -8.8% | +28.9% | -37.6% | -10.6% |
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