-23.4%
SMCI vs KMB
+9.5%
-33.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | +0.5% |
| 7D | -6.6% | +0.9% | -7.5% | -6.2% |
| 30D | -24.9% | +10.1% | -35.0% | -21.7% |
| 3M | -31.4% | 0.0% | -31.4% | -30.3% |
| 6M | -16.0% | +15.7% | -31.7% | -11.6% |
| YTD | -8.2% | +12.6% | -20.8% | -4.5% |
| 1Y | -23.4% | +10.1% | -33.6% | -20.9% |
| All | -23.4% | +9.5% | -33.0% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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