-35.6%
SMCI vs KWEB
-33.1%
-2.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.8% | -10.3% | -9.6% |
| 7D | -21.3% | +8.6% | -30.0% | -25.8% |
| 30D | -37.7% | +0.9% | -38.6% | -38.0% |
| 3M | -10.7% | -13.2% | +2.6% | -0.4% |
| 6M | -2.7% | -13.2% | +10.5% | +9.3% |
| YTD | -7.5% | -27.3% | +19.8% | +15.1% |
| 1Y | -35.6% | -33.2% | -2.3% | -11.2% |
| All | -35.6% | -33.1% | -2.5% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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