-8.8%
SMCI vs KMI
+17.6%
-26.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.3% |
| 7D | +1.3% | -1.7% | +3.0% | +1.3% |
| 30D | +6.6% | -2.7% | +9.4% | +6.8% |
| 3M | +25.4% | -0.7% | +26.1% | +26.2% |
| 6M | +26.1% | -5.0% | +31.1% | +28.3% |
| YTD | +37.0% | +15.5% | +21.5% | +23.9% |
| 1Y | -8.8% | +16.4% | -25.2% | -17.2% |
| All | -8.8% | +17.6% | -26.3% | -17.2% |
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