+4,495.9%
SMCI vs KGC
+156.8%
+4,339.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.0% |
| 7D | +9.7% | +2.4% | +7.2% | +9.3% |
| 30D | +29.3% | +9.2% | +20.1% | +27.6% |
| 3M | -8.5% | +16.7% | -25.2% | -10.3% |
| 6M | +28.6% | -7.0% | +35.6% | +30.2% |
| YTD | +37.5% | +7.5% | +30.1% | +36.5% |
| 1Y | +0.5% | +34.4% | -33.8% | -3.0% |
| 3Y | +43.4% | +552.0% | -508.5% | +15.7% |
| 5Y | +1,008.2% | +454.5% | +553.7% | +793.0% |
| 10Y | +1,776.0% | +658.7% | +1,117.4% | +1,311.5% |
| All | +4,495.9% | +156.8% | +4,339.1% | +3,352.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling