-37.6%
SMCI vs NOK
+19.5%
-57.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.6% | -3.1% | -4.2% |
| 7D | -17.3% | -10.4% | -6.9% | -12.1% |
| 30D | -31.5% | -19.0% | -12.4% | -23.3% |
| 3M | -6.6% | -16.7% | +10.1% | +3.4% |
| 6M | +6.0% | -37.1% | +43.2% | +33.5% |
| YTD | +1.1% | +27.7% | -26.5% | -15.0% |
| 1Y | -37.6% | +21.3% | -58.8% | -46.0% |
| All | -37.6% | +19.5% | -57.1% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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