+433.3%
KLAC vs SMCI
+987.9%
-554.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.3% | -5.3% | +0.4% |
| 7D | -2.7% | +1.3% | -4.0% | -3.0% |
| 30D | -13.2% | +6.6% | -19.8% | -14.4% |
| 3M | -25.0% | +25.4% | -50.4% | -29.3% |
| 6M | +23.6% | +26.1% | -2.5% | +12.2% |
| YTD | +49.2% | +37.0% | +12.2% | +32.3% |
| 1Y | +89.3% | -8.8% | +98.1% | +81.0% |
| 3Y | +274.4% | +44.6% | +229.8% | +153.9% |
| All | +433.3% | +987.9% | -554.6% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling