+4,344.1%
SMCI vs NOK
-13.6%
+4,357.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.6% |
| 7D | +5.2% | +9.3% | -4.1% | +2.4% |
| 30D | +23.7% | +17.9% | +5.9% | +18.4% |
| 3M | -4.2% | -22.3% | +18.1% | +3.6% |
| 6M | +21.7% | +36.4% | -14.6% | +11.2% |
| YTD | +33.0% | +66.3% | -33.3% | +14.7% |
| 1Y | -9.3% | +134.4% | -143.7% | -30.0% |
| 3Y | +38.7% | +186.6% | -147.9% | -1.5% |
| 5Y | +967.2% | +102.7% | +864.5% | +733.2% |
| 10Y | +1,745.9% | +129.8% | +1,616.1% | +1,115.7% |
| All | +4,344.1% | -13.6% | +4,357.7% | +4,410.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling