+40.4%
SMCI vs KDP
+4.7%
+35.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -3.7% |
| 7D | +5.2% | -1.6% | +6.8% | +4.7% |
| 30D | +23.7% | +9.5% | +14.3% | +27.1% |
| 3M | -4.2% | +2.6% | -6.8% | -3.0% |
| 6M | +21.7% | +15.6% | +6.1% | +27.3% |
| YTD | +33.0% | +17.3% | +15.7% | +39.9% |
| 1Y | -9.3% | +20.1% | -29.4% | -3.7% |
| All | +40.4% | +4.7% | +35.7% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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