-2.7%
SMCI vs KMX
+5.0%
-7.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.2% |
| 7D | +6.8% | +1.9% | +4.9% | +6.1% |
| 30D | +30.6% | +11.7% | +18.9% | +26.0% |
| 3M | -15.6% | +34.9% | -50.5% | -24.1% |
| 6M | +21.3% | +50.3% | -29.0% | +3.0% |
| YTD | +35.3% | +63.8% | -28.5% | +14.7% |
| 1Y | -2.7% | +3.8% | -6.6% | -13.1% |
| All | -2.7% | +5.0% | -7.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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