Rolling Returns
As of October 17, 2025, the AI Infrastructure Portfolio continues to post outstanding multi-period performance, strongly outperforming the S&P 500 across all measured intervals.
| Period | Portfolio Return | S&P 500 Return | Excess Return (Alpha) |
|---|---|---|---|
| 1 Month | +11.7% | +0.7% | +11.0% |
| 6 Months | +96.1% | +26.5% | +69.6% |
| 1 Year | +45.4% | +15.1% | +30.3% |
| Year-to-Date | +52.5% | +14.5% | +38.0% |
Performance Interpretation
- Short-Term (1M): The portfolio delivered a strong +11.7%, with gains led by Micron, Vertiv, and ASML, reflecting continued AI infrastructure demand.
- Mid-Term (6M): Exceptional +96% return driven by the semiconductor supercycle and record data center investment.
- Long-Term (1Y): A robust +45% gain, nearly tripling the S&P 500’s performance, showcasing the strength of the AI hardware and infrastructure sectors.
- YTD: +52.5% underscores consistent momentum throughout 2025, with leadership from Micron, Broadcom, and Super Micro Computer.
Summary:
Rolling returns remain well above benchmark levels across all timeframes, confirming the resilience of the AI infrastructure thesis and the portfolio’s effective exposure to the most profitable segments of the ongoing AI expansion cycle.
Updated on Oct 17, 2025