+4,419.4%
SMCI vs KEY
+12.3%
+4,407.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.3% | +4.5% |
| 7D | +6.8% | +2.2% | +4.6% | +6.1% |
| 30D | +30.6% | -3.0% | +33.6% | +31.9% |
| 3M | -15.6% | +3.3% | -18.9% | -16.4% |
| 6M | +21.3% | +9.2% | +12.1% | +18.2% |
| YTD | +35.3% | +10.6% | +24.6% | +31.5% |
| 1Y | -2.7% | +20.4% | -23.1% | -8.0% |
| 3Y | +40.3% | +121.8% | -81.5% | +9.1% |
| 5Y | +941.8% | +41.1% | +900.7% | +798.8% |
| 10Y | +1,687.4% | +168.5% | +1,518.8% | +1,123.5% |
| All | +4,419.4% | +12.3% | +4,407.2% | +2,737.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling