+1,770.3%
SMCI vs RRC
+4.9%
+1,765.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +7.5% |
| 7D | +1.3% | -1.8% | +3.1% | +1.6% |
| 30D | +6.6% | +2.7% | +4.0% | +6.1% |
| 3M | +25.4% | +8.8% | +16.6% | +23.4% |
| 6M | +26.1% | -1.2% | +27.3% | +25.7% |
| YTD | +37.0% | +17.6% | +19.4% | +32.5% |
| 1Y | -8.8% | +18.4% | -27.2% | -11.9% |
| 3Y | +44.6% | +33.1% | +11.5% | +37.3% |
| 5Y | +995.9% | +148.2% | +847.8% | +840.2% |
| All | +1,770.3% | +4.9% | +1,765.4% | +1,436.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling