-2.7%
SMCI vs KGC
+43.6%
-46.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.3% | +6.8% | +5.6% |
| 7D | +6.8% | -1.3% | +8.0% | +7.3% |
| 30D | +30.6% | +20.3% | +10.3% | +18.4% |
| 3M | -15.6% | +8.1% | -23.7% | -19.5% |
| 6M | +21.3% | -8.8% | +30.0% | +19.4% |
| YTD | +35.3% | +10.1% | +25.2% | +29.3% |
| 1Y | -2.7% | +44.2% | -46.9% | -9.5% |
| All | -2.7% | +43.6% | -46.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 1y: compounded portfolio wealth divided by compounded KGC 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…
1y analysis · Full analysis span regression · 6 months rolling