+1,770.3%
SMCI vs KEYS
+1,049.9%
+720.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.0% | +3.3% | +4.7% |
| 7D | +1.3% | +3.5% | -2.2% | -0.8% |
| 30D | +6.6% | -4.5% | +11.1% | +9.9% |
| 3M | +25.4% | -0.4% | +25.8% | +26.7% |
| 6M | +26.1% | +19.1% | +7.0% | +17.1% |
| YTD | +37.0% | +66.7% | -29.7% | +1.6% |
| 1Y | -8.8% | +96.5% | -105.2% | -39.2% |
| 3Y | +44.6% | +155.2% | -110.6% | -15.5% |
| 5Y | +995.9% | +88.0% | +907.9% | +636.4% |
| All | +1,770.3% | +1,049.9% | +720.5% | +501.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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