-2.7%
SMCI vs KEY
+21.3%
-24.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.3% | +4.3% |
| 7D | +6.8% | +2.2% | +4.6% | +5.1% |
| 30D | +30.6% | -3.0% | +33.6% | +33.6% |
| 3M | -15.6% | +3.3% | -18.9% | -17.8% |
| 6M | +21.3% | +9.2% | +12.1% | +13.6% |
| YTD | +35.3% | +10.6% | +24.6% | +28.5% |
| 1Y | -2.7% | +20.4% | -23.1% | -12.5% |
| All | -2.7% | +21.3% | -24.1% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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