+2,264.3%
SMCI vs KMI
+104.5%
+2,159.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.4% |
| 7D | -1.3% | -2.1% | +0.8% | -0.4% |
| 30D | +18.3% | -1.7% | +20.0% | +19.1% |
| 3M | +27.7% | -1.9% | +29.6% | +28.4% |
| 6M | +17.6% | -4.3% | +21.9% | +18.8% |
| YTD | +27.7% | +15.8% | +11.9% | +18.3% |
| 1Y | -14.9% | +17.6% | -32.5% | -21.7% |
| 3Y | +33.2% | +113.1% | -79.9% | -6.2% |
| 5Y | +921.6% | +154.0% | +767.6% | +564.3% |
| 10Y | +1,672.4% | +133.1% | +1,539.3% | +1,031.2% |
| All | +2,264.3% | +104.5% | +2,159.8% | +1,336.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling