+967.2%
SMCI vs KEY
+40.7%
+926.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +5.2% | -0.3% | +5.5% | +5.4% |
| 30D | +23.7% | -3.3% | +27.0% | +25.8% |
| 3M | -4.2% | -0.7% | -3.5% | -3.8% |
| 6M | +21.7% | +12.5% | +9.2% | +15.3% |
| YTD | +33.0% | +8.4% | +24.6% | +28.5% |
| 1Y | -9.3% | +18.4% | -27.7% | -16.1% |
| 3Y | +38.7% | +123.3% | -84.6% | -7.1% |
| 5Y | +967.2% | +38.8% | +928.3% | +822.5% |
| All | +967.2% | +40.7% | +926.4% | +822.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling