+29.6%
KEY vs SMTC
+70.8%
-41.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -12.9% | +14.4% | +1.9% |
| 7D | +1.7% | -24.5% | +26.2% | +2.6% |
| 30D | +6.8% | -42.5% | +49.2% | +9.1% |
| 3M | -5.8% | -14.1% | +8.3% | -6.3% |
| 6M | +1.4% | +3.6% | -2.2% | -2.4% |
| YTD | +7.5% | +50.6% | -43.1% | -1.8% |
| 1Y | +29.6% | +72.2% | -42.6% | +15.7% |
| All | +29.6% | +70.8% | -41.2% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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