+1,232.7%
SMCI vs RKT
-12.9%
+1,245.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -6.3% | +7.5% | +2.7% |
| 30D | +6.6% | -6.2% | +12.8% | +8.0% |
| 3M | +25.4% | -1.9% | +27.3% | +24.6% |
| 6M | +26.1% | -13.0% | +39.1% | +29.8% |
| YTD | +37.0% | -31.9% | +68.9% | +46.5% |
| 1Y | -8.8% | -37.6% | +28.8% | -1.4% |
| 3Y | +44.6% | +36.8% | +7.8% | +29.8% |
| 5Y | +995.9% | -9.7% | +1,005.7% | +885.9% |
| All | +1,232.7% | -12.9% | +1,245.5% | +1,044.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling