-11.7%
KR vs SMTC
+154.8%
-166.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | +0.9% |
| 7D | +1.5% | +12.7% | -11.2% | +2.5% |
| 30D | +4.1% | +22.0% | -17.9% | +6.1% |
| 3M | -5.2% | -12.7% | +7.5% | -4.8% |
| 6M | -12.8% | +64.8% | -77.6% | -8.6% |
| YTD | -4.6% | +100.7% | -105.3% | +0.9% |
| 1Y | -11.7% | +146.9% | -158.6% | -6.9% |
| All | -11.7% | +154.8% | -166.4% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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