+44.6%
SMCI vs KMX
-25.1%
+69.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +6.8% |
| 7D | +1.3% | -3.1% | +4.4% | +2.5% |
| 30D | +6.6% | +4.4% | +2.2% | +4.8% |
| 3M | +25.4% | +18.9% | +6.5% | +16.6% |
| 6M | +26.1% | +44.3% | -18.1% | +7.4% |
| YTD | +37.0% | +58.7% | -21.7% | +13.0% |
| 1Y | -8.8% | +0.1% | -8.9% | -12.7% |
| 3Y | +44.6% | -24.4% | +69.0% | +34.6% |
| All | +44.6% | -25.1% | +69.7% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling