-37.6%
SMCI vs KMI
+26.0%
-63.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -6.2% |
| 7D | -17.3% | -5.2% | -12.1% | -17.9% |
| 30D | -31.5% | +1.2% | -32.7% | -31.0% |
| 3M | -6.6% | +1.3% | -7.9% | -5.9% |
| 6M | +6.0% | -1.1% | +7.2% | +6.7% |
| YTD | +1.1% | +19.0% | -17.9% | -4.5% |
| 1Y | -37.6% | +26.6% | -64.1% | -46.7% |
| All | -37.6% | +26.0% | -63.5% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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