-37.6%
SMCI vs KHC
+11.6%
-49.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.8% | -9.5% | -3.9% |
| 7D | -17.3% | +6.6% | -24.0% | -14.6% |
| 30D | -31.5% | +16.5% | -47.9% | -26.6% |
| 3M | -6.6% | -3.0% | -3.6% | -6.1% |
| 6M | +6.0% | +17.4% | -11.4% | +11.3% |
| YTD | +1.1% | +10.3% | -9.2% | +6.0% |
| 1Y | -37.6% | +12.5% | -50.0% | -37.1% |
| All | -37.6% | +11.6% | -49.2% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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