+40.4%
SMCI vs KMB
-12.8%
+53.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -4.5% |
| 7D | +5.2% | -8.6% | +13.8% | +2.5% |
| 30D | +23.7% | -7.5% | +31.3% | +21.0% |
| 3M | -4.2% | -0.6% | -3.6% | -3.9% |
| 6M | +21.7% | -1.5% | +23.3% | +21.8% |
| YTD | +33.0% | +1.6% | +31.4% | +34.4% |
| 1Y | -9.3% | -20.8% | +11.5% | -15.5% |
| All | +40.4% | -12.8% | +53.1% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling