+44.6%
SMCI vs KHC
-12.1%
+56.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +7.6% |
| 7D | +1.3% | -1.0% | +2.3% | +0.9% |
| 30D | +6.6% | +1.9% | +4.7% | +7.3% |
| 3M | +25.4% | +3.2% | +22.2% | +28.2% |
| 6M | +26.1% | +10.0% | +16.2% | +30.5% |
| YTD | +37.0% | +6.7% | +30.3% | +41.0% |
| 1Y | -8.8% | -0.9% | -7.9% | -8.1% |
| 3Y | +44.6% | -13.6% | +58.2% | +42.3% |
| All | +44.6% | -12.1% | +56.7% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling