-37.6%
SMCI vs KO
+43.6%
-81.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.1% | -6.8% | -4.4% |
| 7D | -17.3% | +4.4% | -21.8% | -12.5% |
| 30D | -31.5% | +10.7% | -42.2% | -21.9% |
| 3M | -6.6% | +11.3% | -17.9% | +7.3% |
| 6M | +6.0% | +24.0% | -18.0% | +36.5% |
| YTD | +1.1% | +39.7% | -38.6% | +33.8% |
| 1Y | -37.6% | +43.2% | -80.8% | -19.4% |
| All | -37.6% | +43.6% | -81.2% | -19.4% |
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