+4,167.1%
SMCI vs BKR
+84.3%
+4,082.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -1.6% |
| 7D | -1.3% | -6.7% | +5.4% | +1.2% |
| 30D | +18.3% | -8.3% | +26.6% | +21.9% |
| 3M | +27.7% | -5.4% | +33.1% | +30.2% |
| 6M | +17.6% | +0.8% | +16.8% | +17.2% |
| YTD | +27.7% | +31.8% | -4.1% | +15.6% |
| 1Y | -14.9% | +28.6% | -43.4% | -22.6% |
| 3Y | +33.2% | +71.2% | -38.0% | +7.0% |
| 5Y | +921.6% | +179.2% | +742.4% | +561.5% |
| 10Y | +1,672.4% | +124.0% | +1,548.5% | +985.0% |
| All | +4,167.1% | +84.3% | +4,082.9% | +1,867.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling