+921.6%
SMCI vs KMB
-13.0%
+934.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | -1.3% | -7.7% | +6.4% | -2.5% |
| 30D | +18.3% | -8.2% | +26.5% | +16.8% |
| 3M | +27.7% | -1.9% | +29.6% | +27.5% |
| 6M | +17.6% | -0.7% | +18.3% | +17.7% |
| YTD | +27.7% | +1.4% | +26.3% | +28.2% |
| 1Y | -14.9% | -19.1% | +4.3% | -16.7% |
| 3Y | +33.2% | -12.6% | +45.8% | +29.6% |
| 5Y | +921.6% | -12.7% | +934.2% | +859.0% |
| All | +921.6% | -13.0% | +934.6% | +859.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling