+34.8%
SMCI vs KGC
+520.4%
-485.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.3% | +0.3% | -2.3% |
| 7D | -1.3% | -8.4% | +7.1% | +2.1% |
| 30D | +18.3% | +6.3% | +11.9% | +14.8% |
| 3M | +27.7% | +22.4% | +5.3% | +16.4% |
| 6M | +17.6% | -11.4% | +29.0% | +21.8% |
| YTD | +27.7% | +3.1% | +24.6% | +25.4% |
| 1Y | -14.9% | +26.6% | -41.5% | -21.9% |
| All | +34.8% | +520.4% | -485.6% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling