+4,631.6%
SMCI vs VIVK
-100.0%
+4,731.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.4% | -4.0% |
| 7D | -1.3% | -9.5% | +8.2% | -1.3% |
| 30D | +18.3% | -35.1% | +53.4% | +18.3% |
| 3M | +27.7% | -93.4% | +121.1% | +27.8% |
| 6M | +17.6% | -98.0% | +115.6% | +17.7% |
| YTD | +27.7% | -97.9% | +125.6% | +27.7% |
| 1Y | -14.9% | -100.0% | +85.1% | -14.7% |
| 3Y | +33.2% | -100.0% | +133.2% | +33.4% |
| 5Y | +921.6% | -100.0% | +1,021.6% | +923.2% |
| 10Y | +1,672.4% | -100.0% | +1,772.4% | +1,668.9% |
| All | +4,631.6% | -100.0% | +4,731.6% | +4,559.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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