+4,495.9%
SMCI vs RRC
+38.4%
+4,457.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.7% |
| 7D | +9.7% | -1.2% | +10.9% | +9.9% |
| 30D | +29.3% | +9.4% | +19.9% | +26.7% |
| 3M | -8.5% | +7.4% | -15.9% | -10.3% |
| 6M | +28.6% | +1.5% | +27.1% | +27.2% |
| YTD | +37.5% | +19.4% | +18.2% | +31.3% |
| 1Y | +0.5% | +24.2% | -23.7% | -5.0% |
| 3Y | +43.4% | +32.8% | +10.7% | +33.2% |
| 5Y | +1,008.2% | +152.9% | +855.3% | +761.0% |
| 10Y | +1,776.0% | +3.9% | +1,772.2% | +1,456.3% |
| All | +4,495.9% | +38.4% | +4,457.5% | +2,373.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling