-16.0%
SMCI vs KEY
+3.6%
-19.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.8% |
| 7D | -6.6% | +2.9% | -9.5% | -8.0% |
| 30D | -24.9% | +8.4% | -33.3% | -28.4% |
| 3M | -31.4% | -5.8% | -25.6% | -27.6% |
| 6M | -16.0% | +5.4% | -21.5% | -25.0% |
| All | -16.0% | +3.6% | -19.6% | -25.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling