+1,338.9%
SMCI vs KHC
-41.4%
+1,380.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +9.7% | -2.2% | +11.9% | +10.1% |
| 30D | +29.3% | -0.1% | +29.4% | +29.2% |
| 3M | -8.5% | +8.3% | -16.8% | -11.0% |
| 6M | +28.6% | +5.0% | +23.6% | +25.9% |
| YTD | +37.5% | +8.0% | +29.6% | +33.4% |
| 1Y | +0.5% | -1.1% | +1.6% | -0.6% |
| 3Y | +43.4% | -10.7% | +54.2% | +41.9% |
| 5Y | +1,008.2% | -13.5% | +1,021.7% | +987.2% |
| 10Y | +1,776.0% | -55.4% | +1,831.5% | +1,998.2% |
| All | +1,338.9% | -41.4% | +1,380.3% | +1,311.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling