+2,967.4%
SMCI vs KEY
+8.6%
+2,958.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.6% |
| 7D | -6.6% | +2.9% | -9.5% | -7.4% |
| 30D | -24.9% | +8.4% | -33.3% | -26.8% |
| 3M | -31.4% | -5.8% | -25.6% | -30.2% |
| 6M | -16.0% | +5.4% | -21.5% | -17.4% |
| YTD | -8.2% | +7.1% | -15.3% | -10.0% |
| 1Y | -23.4% | +26.8% | -50.2% | -28.7% |
| 3Y | +5.0% | +128.7% | -123.6% | -18.9% |
| 5Y | +515.0% | +13.6% | +501.4% | +463.5% |
| 10Y | +953.7% | +99.7% | +854.1% | +678.0% |
| All | +2,967.4% | +8.6% | +2,958.7% | +1,842.5% |
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 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