-35.6%
SMCI vs MKSI
+27.2%
-62.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -9.3% | +0.8% | -2.3% |
| 7D | -21.3% | -18.2% | -3.1% | -10.0% |
| 30D | -37.7% | -37.2% | -0.5% | -15.6% |
| 3M | -10.7% | -43.5% | +32.8% | +28.7% |
| 6M | -2.7% | -38.4% | +35.7% | +30.7% |
| YTD | -7.5% | +10.9% | -18.4% | -2.9% |
| 1Y | -35.6% | +26.9% | -62.5% | -35.4% |
| All | -35.6% | +27.2% | -62.8% | -35.4% |
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