+1,977.7%
SMCI vs KEEL
+294.5%
+1,683.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.8% | +3.5% | +6.8% |
| 7D | +1.3% | +2.9% | -1.6% | +0.9% |
| 30D | +6.6% | +0.8% | +5.8% | +6.2% |
| 3M | +25.4% | -35.3% | +60.8% | +31.3% |
| 6M | +26.1% | +59.4% | -33.2% | +19.7% |
| YTD | +37.0% | +51.9% | -14.9% | +29.8% |
| 1Y | -8.8% | +75.0% | -83.8% | -16.4% |
| 3Y | +44.6% | +224.5% | -179.9% | +21.6% |
| 5Y | +995.9% | -35.9% | +1,031.8% | +844.3% |
| All | +1,977.7% | +294.5% | +1,683.2% | +1,506.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling