+1,770.3%
SMCI vs KEY
+172.4%
+1,597.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.1% |
| 7D | +1.3% | -1.5% | +2.8% | +1.9% |
| 30D | +6.6% | -3.7% | +10.3% | +8.3% |
| 3M | +25.4% | -1.3% | +26.7% | +26.0% |
| 6M | +26.1% | +13.3% | +12.8% | +19.9% |
| YTD | +37.0% | +9.0% | +28.0% | +32.6% |
| 1Y | -8.8% | +18.7% | -27.4% | -15.0% |
| 3Y | +44.6% | +125.3% | -80.7% | +1.3% |
| 5Y | +995.9% | +40.2% | +955.7% | +794.9% |
| All | +1,770.3% | +172.4% | +1,597.9% | +1,011.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling