-2.7%
SMCI vs RRC
+23.4%
-26.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.7% |
| 7D | +6.8% | +1.3% | +5.5% | +6.6% |
| 30D | +30.6% | +10.1% | +20.5% | +28.4% |
| 3M | -15.6% | +4.0% | -19.6% | -16.2% |
| 6M | +21.3% | +1.6% | +19.7% | +20.3% |
| YTD | +35.3% | +19.7% | +15.5% | +23.9% |
| 1Y | -2.7% | +21.4% | -24.1% | -10.9% |
| All | -2.7% | +23.4% | -26.1% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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