+4,477.6%
SMCI vs KMX
+140.0%
+4,337.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.7% |
| 6M | +26.1% | +44.3% | -18.1% | +8.4% |
| YTD | +37.0% | +58.7% | -21.7% | +13.3% |
| 1Y | -8.8% | +0.1% | -8.9% | -12.8% |
| 3Y | +44.6% | -24.4% | +69.0% | +49.1% |
| 5Y | +995.9% | -54.4% | +1,050.3% | +1,200.8% |
| 10Y | +1,801.4% | +11.0% | +1,790.3% | +1,411.5% |
| All | +4,477.6% | +140.0% | +4,337.6% | +2,026.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling