+4,344.1%
SMCI vs KRE
+142.9%
+4,201.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.7% |
| 7D | +5.2% | -1.1% | +6.3% | +5.8% |
| 30D | +23.7% | -3.4% | +27.1% | +26.1% |
| 3M | -4.2% | +3.7% | -7.9% | -6.5% |
| 6M | +21.7% | +14.8% | +7.0% | +12.7% |
| YTD | +33.0% | +14.7% | +18.3% | +23.3% |
| 1Y | -9.3% | +16.0% | -25.3% | -16.7% |
| 3Y | +38.7% | +84.3% | -45.5% | -5.2% |
| 5Y | +967.2% | +30.9% | +936.3% | +766.8% |
| 10Y | +1,745.9% | +122.0% | +1,623.9% | +920.1% |
| All | +4,344.1% | +142.9% | +4,201.2% | +1,941.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling