-37.6%
SMCI vs RIO
+29.3%
-66.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.6% | -9.3% | -9.4% |
| 7D | -17.3% | -1.6% | -15.7% | -16.2% |
| 30D | -31.5% | -11.6% | -19.9% | -22.2% |
| 3M | -6.6% | -12.7% | +6.1% | +7.3% |
| 6M | +6.0% | -12.4% | +18.4% | +23.7% |
| YTD | +1.1% | +11.0% | -9.9% | +7.5% |
| 1Y | -37.6% | +30.8% | -68.4% | -36.1% |
| All | -37.6% | +29.3% | -66.9% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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