+26.1%
SMCI vs RRX
-18.2%
+44.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +3.8% |
| 7D | +1.3% | -0.3% | +1.6% | +1.8% |
| 30D | +6.6% | -6.1% | +12.8% | +13.2% |
| 3M | +25.4% | -23.1% | +48.5% | +55.8% |
| 6M | +26.1% | -19.5% | +45.7% | +51.9% |
| All | +26.1% | -18.2% | +44.4% | +51.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling