-37.6%
SMCI vs RKT
-9.4%
-28.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +8.7% | -14.4% | -8.8% |
| 7D | -17.3% | +29.7% | -47.1% | -25.9% |
| 30D | -31.5% | +28.5% | -60.0% | -38.5% |
| 3M | -6.6% | +6.4% | -13.0% | -9.6% |
| 6M | +6.0% | +7.1% | -1.1% | +0.3% |
| YTD | +1.1% | -22.5% | +23.6% | +3.1% |
| 1Y | -37.6% | -10.4% | -27.1% | -41.8% |
| All | -37.6% | -9.4% | -28.1% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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