+28.3%
KLAC vs SMCI
+26.8%
+1.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -2.4% |
| 7D | +6.2% | +5.2% | +1.0% | +4.9% |
| 30D | -5.0% | +23.7% | -28.7% | -10.3% |
| 3M | -14.4% | -4.2% | -10.2% | -17.2% |
| 6M | +28.3% | +21.7% | +6.6% | +16.4% |
| All | +28.3% | +26.8% | +1.5% | +16.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling