-2.7%
SMCI vs KEEL
+169.0%
-171.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.6% | +1.0% | +3.4% |
| 7D | +6.8% | +7.8% | -1.0% | +4.3% |
| 30D | +30.6% | -11.7% | +42.3% | +34.2% |
| 3M | -15.6% | -41.5% | +25.9% | -2.8% |
| 6M | +21.3% | +54.9% | -33.7% | +9.5% |
| YTD | +35.3% | +47.7% | -12.4% | +20.7% |
| 1Y | -2.7% | +177.6% | -180.3% | -16.2% |
| All | -2.7% | +169.0% | -171.7% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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