+1,643.5%
SMCI vs RBA
+195.3%
+1,448.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.6% |
| 7D | -1.3% | -3.3% | +2.0% | 0.0% |
| 30D | +18.3% | -9.8% | +28.1% | +22.6% |
| 3M | +27.7% | -23.5% | +51.2% | +39.7% |
| 6M | +17.6% | -21.5% | +39.1% | +27.6% |
| YTD | +27.7% | -21.2% | +48.9% | +38.3% |
| 1Y | -14.9% | -30.2% | +15.3% | -3.8% |
| 3Y | +33.2% | +25.3% | +7.9% | +21.6% |
| 5Y | +921.6% | +35.1% | +886.5% | +777.5% |
| All | +1,643.5% | +195.3% | +1,448.2% | +925.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling