+6,294.5%
KLAC vs SMCI
+4,298.9%
+1,995.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -2.5% |
| 7D | +6.2% | +5.2% | +1.0% | +5.0% |
| 30D | -5.0% | +23.7% | -28.7% | -9.9% |
| 3M | -14.4% | -4.2% | -10.2% | -15.5% |
| 6M | +28.3% | +21.7% | +6.6% | +16.3% |
| YTD | +51.1% | +33.0% | +18.1% | +33.3% |
| 1Y | +100.4% | -9.3% | +109.7% | +91.1% |
| 3Y | +276.3% | +38.7% | +237.6% | +157.1% |
| 5Y | +452.1% | +967.2% | -515.1% | +107.9% |
| 10Y | +2,986.0% | +1,745.9% | +1,240.1% | +817.8% |
| All | +6,294.5% | +4,298.9% | +1,995.6% | +1,052.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling