+44.6%
SMCI vs KWEB
-2.3%
+46.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.9% |
| 7D | +1.3% | -5.6% | +6.9% | +5.0% |
| 30D | +6.6% | -10.7% | +17.3% | +14.4% |
| 3M | +25.4% | -7.4% | +32.8% | +30.1% |
| 6M | +26.1% | -19.3% | +45.5% | +45.2% |
| YTD | +37.0% | -27.8% | +64.8% | +68.0% |
| 1Y | -8.8% | -35.9% | +27.2% | +20.7% |
| 3Y | +44.6% | -1.9% | +46.5% | +49.7% |
| All | +44.6% | -2.3% | +46.9% | +49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling