+34.8%
SMCI vs RKT
+35.1%
-0.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.4% |
| 7D | -1.3% | -7.2% | +5.9% | +0.9% |
| 30D | +18.3% | -7.9% | +26.2% | +21.0% |
| 3M | +27.7% | +5.2% | +22.5% | +23.5% |
| 6M | +17.6% | -14.9% | +32.5% | +22.5% |
| YTD | +27.7% | -31.9% | +59.6% | +39.2% |
| 1Y | -14.9% | -36.9% | +22.0% | -6.1% |
| All | +34.8% | +35.1% | -0.3% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling