+980.0%
SMCI vs KRE
+32.1%
+947.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -1.8% | +3.1% | +2.2% |
| 30D | +6.6% | -4.5% | +11.1% | +9.2% |
| 3M | +25.4% | +2.7% | +22.7% | +23.2% |
| 6M | +26.1% | +16.9% | +9.3% | +15.9% |
| YTD | +37.0% | +15.4% | +21.6% | +27.0% |
| 1Y | -8.8% | +16.1% | -24.8% | -15.9% |
| 3Y | +44.6% | +85.7% | -41.1% | -2.6% |
| All | +980.0% | +32.1% | +947.9% | +861.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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