-2.7%
SMCI vs KO
+31.0%
-33.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.4% | +3.8% |
| 7D | +6.8% | -1.8% | +8.5% | +5.0% |
| 30D | +30.6% | +1.4% | +29.1% | +32.4% |
| 3M | -15.6% | +15.4% | -31.0% | -3.5% |
| 6M | +21.3% | +14.3% | +7.0% | +36.4% |
| YTD | +35.3% | +27.7% | +7.6% | +58.7% |
| 1Y | -2.7% | +32.7% | -35.4% | +26.8% |
| All | -2.7% | +31.0% | -33.8% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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