+48,322.4%
SMTC vs ALK
+828.7%
+47,493.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.4% |
| 7D | -10.9% | +12.9% | -23.9% | -14.8% |
| 30D | -39.4% | +5.5% | -44.9% | -41.1% |
| 3M | -13.5% | -12.1% | -1.4% | -10.5% |
| 6M | -6.8% | +1.7% | -8.5% | -9.4% |
| YTD | +54.0% | -17.4% | +71.4% | +59.9% |
| 1Y | +50.8% | -1.9% | +52.7% | +47.3% |
| 3Y | +677.3% | +21.2% | +656.1% | +589.3% |
| 5Y | +28.7% | -27.8% | +56.5% | +34.6% |
| 10Y | +339.9% | -41.0% | +380.9% | +343.4% |
| All | +48,322.4% | +828.7% | +47,493.7% | +12,987.6% |
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