+4,477.6%
SMCI vs KR
+486.2%
+3,991.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.7% | +4.6% | +6.8% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | +6.6% | +5.1% | +1.6% | +5.6% |
| 3M | +25.4% | -8.2% | +33.6% | +26.7% |
| 6M | +26.1% | -18.0% | +44.1% | +29.4% |
| YTD | +37.0% | -4.8% | +41.8% | +35.4% |
| 1Y | -8.8% | -11.0% | +2.3% | -8.7% |
| 3Y | +44.6% | +37.7% | +6.9% | +22.7% |
| 5Y | +995.9% | +52.8% | +943.1% | +774.8% |
| 10Y | +1,801.4% | +128.8% | +1,672.6% | +1,097.4% |
| All | +4,477.6% | +486.2% | +3,991.4% | +1,437.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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