+3,557.2%
SMCI vs KDP
+1,248.7%
+2,308.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -7.4% | -3.9% | -8.9% |
| 7D | -0.3% | -4.0% | +3.7% | +1.2% |
| 30D | -30.9% | +8.5% | -39.4% | -33.0% |
| 3M | -28.2% | +20.7% | -48.9% | -33.1% |
| 6M | -17.7% | +23.2% | -40.9% | -24.5% |
| YTD | -7.8% | +30.5% | -38.3% | -17.6% |
| 1Y | -28.8% | +35.9% | -64.7% | -37.3% |
| 3Y | +1.5% | +24.8% | -23.4% | -12.2% |
| 5Y | +517.8% | +13.4% | +504.4% | +449.8% |
| 10Y | +958.4% | +239.3% | +719.1% | +448.2% |
| All | +3,557.2% | +1,248.7% | +2,308.5% | +784.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling