-2.7%
SMCI vs KVUE
-4.3%
+1.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.7% | +4.4% |
| 7D | +6.8% | -2.2% | +9.0% | +6.4% |
| 30D | +30.6% | -3.7% | +34.2% | +29.7% |
| 3M | -15.6% | +12.3% | -27.8% | -14.3% |
| 6M | +21.3% | +5.4% | +15.8% | +22.3% |
| YTD | +35.3% | +12.4% | +22.8% | +37.4% |
| 1Y | -2.7% | -4.4% | +1.6% | +3.4% |
| All | -2.7% | -4.3% | +1.6% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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