+497.0%
SMTC vs ALK
-38.6%
+535.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -3.1% | +13.1% | +11.2% |
| 7D | +22.9% | +0.1% | +22.8% | +22.8% |
| 30D | +16.6% | -18.5% | +35.1% | +26.6% |
| 3M | +2.4% | -3.6% | +6.0% | +2.7% |
| 6M | +98.3% | -3.7% | +102.0% | +96.8% |
| YTD | +120.7% | -19.0% | +139.7% | +134.0% |
| 1Y | +168.3% | -36.0% | +204.3% | +211.4% |
| 3Y | +571.7% | +2.3% | +569.4% | +524.6% |
| 5Y | +114.0% | -27.8% | +141.8% | +122.3% |
| 10Y | +497.0% | -39.0% | +536.0% | +512.3% |
| All | +497.0% | -38.6% | +535.6% | +512.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling