+72.2%
SMTC vs ALK
-1.1%
+73.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.8% | -21.7% | -15.7% |
| 7D | -24.5% | +12.4% | -36.9% | -28.1% |
| 30D | -42.5% | +2.1% | -44.5% | -42.9% |
| 3M | -14.1% | -23.9% | +9.8% | -4.1% |
| 6M | +3.6% | +8.2% | -4.6% | -2.9% |
| YTD | +50.6% | -20.5% | +71.1% | +57.4% |
| 1Y | +72.2% | -1.0% | +73.3% | +60.1% |
| All | +72.2% | -1.1% | +73.3% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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