-2.7%
SMCI vs RBA
-26.5%
+23.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +6.8% | -2.9% | +9.7% | +7.8% |
| 30D | +30.6% | -12.3% | +42.9% | +36.5% |
| 3M | -15.6% | -20.5% | +4.9% | -10.0% |
| 6M | +21.3% | -18.5% | +39.8% | +26.4% |
| YTD | +35.3% | -18.2% | +53.5% | +45.7% |
| 1Y | -2.7% | -27.5% | +24.8% | +5.4% |
| All | -2.7% | -26.5% | +23.8% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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