+26.2%
KLAC vs SMCI
-39.1%
+65.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.7% | +1.6% | -2.6% |
| 7D | -5.7% | -17.3% | +11.7% | -0.8% |
| 30D | -27.6% | -31.5% | +3.9% | -20.3% |
| 3M | -23.3% | -6.6% | -16.7% | -22.5% |
| 6M | -12.4% | +6.0% | -18.4% | -15.8% |
| YTD | +23.7% | +1.1% | +22.6% | +16.3% |
| 1Y | +26.2% | -37.6% | +63.7% | +26.4% |
| All | +26.2% | -39.1% | +65.3% | +26.4% |
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