+980.0%
SMCI vs KNX
+37.6%
+942.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +8.1% |
| 7D | +1.3% | -5.6% | +6.9% | +4.3% |
| 30D | +6.6% | -4.4% | +11.0% | +9.1% |
| 3M | +25.4% | -17.3% | +42.8% | +37.8% |
| 6M | +26.1% | +22.6% | +3.5% | +14.9% |
| YTD | +37.0% | +31.1% | +5.9% | +20.3% |
| 1Y | -8.8% | +60.2% | -69.0% | -27.5% |
| 3Y | +44.6% | +35.8% | +8.8% | +19.3% |
| All | +980.0% | +37.6% | +942.4% | +826.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 5y: compounded portfolio wealth divided by compounded KNX 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…
5y analysis · Full analysis span regression · 6 months rolling