-8.8%
SMCI vs MKSI
+142.7%
-151.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +6.0% |
| 7D | +1.3% | +2.7% | -1.4% | -0.3% |
| 30D | +6.6% | -12.8% | +19.4% | +15.4% |
| 3M | +25.4% | -22.5% | +47.9% | +42.4% |
| 6M | +26.1% | +19.4% | +6.7% | +15.7% |
| YTD | +37.0% | +67.7% | -30.7% | +7.1% |
| 1Y | -8.8% | +131.4% | -140.2% | -37.2% |
| All | -8.8% | +142.7% | -151.5% | -37.2% |
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