+921.6%
SMCI vs KDP
+3.0%
+918.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.0% | -4.2% |
| 7D | -1.3% | -4.3% | +3.0% | -1.8% |
| 30D | +18.3% | +7.8% | +10.5% | +19.2% |
| 3M | +27.7% | -0.1% | +27.8% | +27.8% |
| 6M | +17.6% | +14.0% | +3.6% | +18.9% |
| YTD | +27.7% | +15.1% | +12.6% | +29.2% |
| 1Y | -14.9% | +18.5% | -33.4% | -13.6% |
| 3Y | +33.2% | +2.9% | +30.3% | +33.4% |
| 5Y | +921.6% | +3.0% | +918.6% | +941.6% |
| All | +921.6% | +3.0% | +918.6% | +941.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling