+194.0%
SMCI vs KVUE
-20.4%
+214.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.3% | +7.3% |
| 7D | +1.3% | -5.1% | +6.4% | +1.2% |
| 30D | +6.6% | -6.3% | +12.9% | +6.5% |
| 3M | +25.4% | -0.5% | +25.9% | +25.3% |
| 6M | +26.1% | +3.1% | +23.1% | +26.0% |
| YTD | +37.0% | +6.7% | +30.3% | +36.7% |
| 1Y | -8.8% | -1.1% | -7.6% | -7.7% |
| 3Y | +44.6% | -8.7% | +53.3% | +46.8% |
| All | +194.0% | -20.4% | +214.4% | +196.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling