+274.4%
KLAC vs SMCI
+40.5%
+233.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.3% | -5.3% | +0.6% |
| 7D | -2.7% | +1.3% | -4.0% | -2.9% |
| 30D | -13.2% | +6.6% | -19.8% | -14.3% |
| 3M | -25.0% | +25.4% | -50.4% | -28.8% |
| 6M | +23.6% | +26.1% | -2.5% | +13.7% |
| YTD | +49.2% | +37.0% | +12.2% | +34.7% |
| 1Y | +89.3% | -8.8% | +98.1% | +81.9% |
| 3Y | +274.4% | +44.6% | +229.8% | +196.6% |
| All | +274.4% | +40.5% | +233.9% | +196.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling