-2.7%
SMCI vs MKSI
+162.5%
-165.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.3% | +0.3% | +2.0% |
| 7D | +6.8% | +1.8% | +5.0% | +5.6% |
| 30D | +30.6% | -16.8% | +47.4% | +45.2% |
| 3M | -15.6% | -21.1% | +5.5% | -5.0% |
| 6M | +21.3% | +10.8% | +10.4% | +15.3% |
| YTD | +35.3% | +63.3% | -28.1% | +9.0% |
| 1Y | -2.7% | +157.0% | -159.7% | -31.7% |
| All | -2.7% | +162.5% | -165.3% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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