+20.4%
KEY vs SMTC
+154.8%
-134.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.2% | -8.9% | -0.3% |
| 7D | +2.2% | +12.7% | -10.5% | +1.4% |
| 30D | -3.0% | +22.0% | -25.0% | -4.4% |
| 3M | +3.3% | -12.7% | +16.0% | +3.5% |
| 6M | +9.2% | +64.8% | -55.6% | +2.4% |
| YTD | +10.6% | +100.7% | -90.0% | +2.3% |
| 1Y | +20.4% | +146.9% | -126.5% | +12.0% |
| All | +20.4% | +154.8% | -134.4% | +12.0% |
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