+906.7%
SMCI vs KO
+82.7%
+824.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -3.9% |
| 7D | -1.3% | -1.1% | -0.2% | -1.6% |
| 30D | +18.3% | +1.6% | +16.7% | +18.9% |
| 3M | +27.7% | +5.8% | +22.0% | +30.6% |
| 6M | +17.6% | +14.3% | +3.3% | +22.6% |
| YTD | +27.7% | +27.3% | +0.4% | +35.2% |
| 1Y | -14.9% | +33.2% | -48.0% | -9.2% |
| 3Y | +33.2% | +64.5% | -31.3% | +32.1% |
| All | +906.7% | +82.7% | +824.0% | +893.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling