+4,477.6%
SMCI vs TKO
+2,332.8%
+2,144.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.2% |
| 7D | +1.3% | +2.3% | -1.0% | +0.6% |
| 30D | +6.6% | -2.5% | +9.1% | +7.3% |
| 3M | +25.4% | -10.6% | +36.0% | +29.2% |
| 6M | +26.1% | -5.1% | +31.2% | +28.4% |
| YTD | +37.0% | -8.2% | +45.2% | +40.1% |
| 1Y | -8.8% | -4.4% | -4.3% | -8.2% |
| 3Y | +44.6% | +100.4% | -55.8% | +15.4% |
| 5Y | +995.9% | +294.3% | +701.6% | +603.7% |
| 10Y | +1,801.4% | +983.2% | +818.2% | +707.2% |
| All | +4,477.6% | +2,332.8% | +2,144.8% | +923.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 all: compounded portfolio wealth divided by compounded TKO 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…
all analysis · Full analysis span regression · 6 months rolling