+62,999.7%
SMTC vs ALK
+839.9%
+62,159.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.5% | +7.7% | +8.7% |
| 7D | +12.7% | -0.7% | +13.4% | +13.0% |
| 30D | +22.0% | -19.2% | +41.2% | +31.1% |
| 3M | -12.7% | -1.5% | -11.1% | -12.9% |
| 6M | +64.8% | -13.1% | +77.8% | +70.3% |
| YTD | +100.7% | -16.4% | +117.1% | +109.4% |
| 1Y | +146.9% | -33.1% | +180.0% | +176.8% |
| 3Y | +456.8% | +0.6% | +456.2% | +432.3% |
| 5Y | +89.2% | -26.4% | +115.6% | +97.7% |
| 10Y | +426.9% | -34.2% | +461.0% | +415.7% |
| All | +62,999.7% | +839.9% | +62,159.9% | +17,042.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling