-37.6%
SMCI vs KGC
-5.3%
-32.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +7.5% | -13.2% | -9.4% |
| 7D | -17.3% | -6.8% | -10.6% | -14.6% |
| 30D | -31.5% | -9.2% | -22.3% | -28.3% |
| 3M | -6.6% | -9.1% | +2.5% | -5.0% |
| 6M | +6.0% | -25.7% | +31.7% | +22.1% |
| YTD | +1.1% | -23.6% | +24.8% | +14.4% |
| 1Y | -37.6% | -4.3% | -33.3% | -33.4% |
| All | -37.6% | -5.3% | -32.2% | -33.4% |
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