+113.7%
KLAC vs SMCI
-1.7%
+115.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.5% | +2.8% | +6.2% |
| 7D | +5.7% | +6.8% | -1.0% | +4.0% |
| 30D | -3.6% | +30.6% | -34.2% | -10.4% |
| 3M | -12.8% | -15.6% | +2.8% | -12.6% |
| 6M | +26.1% | +21.3% | +4.8% | +13.5% |
| YTD | +53.3% | +35.3% | +18.1% | +33.1% |
| 1Y | +113.7% | -2.7% | +116.4% | +99.8% |
| All | +113.7% | -1.7% | +115.4% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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