+1,193.8%
SMCI vs RKT
-11.2%
+1,205.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.6% | -2.7% |
| 7D | +5.2% | -1.0% | +6.2% | +5.4% |
| 30D | +23.7% | -2.4% | +26.1% | +24.2% |
| 3M | -4.2% | +1.9% | -6.1% | -5.2% |
| 6M | +21.7% | -13.9% | +35.6% | +25.4% |
| YTD | +33.0% | -30.6% | +63.6% | +41.7% |
| 1Y | -9.3% | -34.4% | +25.1% | -2.9% |
| 3Y | +38.7% | +38.2% | +0.5% | +24.2% |
| 5Y | +967.2% | -9.7% | +976.8% | +857.1% |
| All | +1,193.8% | -11.2% | +1,205.0% | +1,006.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling