-2.7%
SMCI vs RRX
+14.9%
-17.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.4% | +4.4% |
| 7D | +6.8% | +3.4% | +3.3% | +4.3% |
| 30D | +30.6% | -11.1% | +41.7% | +41.3% |
| 3M | -15.6% | -23.7% | +8.1% | +1.9% |
| 6M | +21.3% | -22.0% | +43.2% | +41.5% |
| YTD | +35.3% | +16.5% | +18.8% | +35.5% |
| 1Y | -2.7% | +11.5% | -14.2% | 0.0% |
| All | -2.7% | +14.9% | -17.6% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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