-8.8%
SMCI vs RKT
-38.3%
+29.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -6.3% | +7.5% | +4.0% |
| 30D | +6.6% | -6.2% | +12.8% | +9.2% |
| 3M | +25.4% | -1.9% | +27.3% | +22.3% |
| 6M | +26.1% | -13.0% | +39.1% | +30.5% |
| YTD | +37.0% | -31.9% | +68.9% | +47.9% |
| 1Y | -8.8% | -37.6% | +28.8% | -3.5% |
| All | -8.8% | -38.3% | +29.6% | -3.5% |
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