+44.6%
SMCI vs NOK
+195.7%
-151.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.8% | +2.5% | +5.7% |
| 7D | +1.3% | +11.0% | -9.7% | -2.1% |
| 30D | +6.6% | +7.8% | -1.2% | +4.2% |
| 3M | +25.4% | -21.0% | +46.4% | +32.1% |
| 6M | +26.1% | +40.9% | -14.7% | +18.9% |
| YTD | +37.0% | +72.0% | -35.0% | +25.4% |
| 1Y | -8.8% | +140.9% | -149.7% | -20.5% |
| 3Y | +44.6% | +194.3% | -149.7% | +33.9% |
| All | +44.6% | +195.7% | -151.1% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling