+96.2%
SMH vs KDP
+15.4%
+80.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.5% |
| 7D | +2.5% | +1.3% | +1.2% | +2.7% |
| 30D | -0.5% | +6.0% | -6.5% | +0.2% |
| 3M | -9.6% | +9.2% | -18.8% | -9.3% |
| 6M | +42.1% | +14.7% | +27.4% | +41.8% |
| YTD | +57.4% | +19.2% | +38.3% | +58.2% |
| 1Y | +96.2% | +15.2% | +81.1% | +93.6% |
| All | +96.2% | +15.4% | +80.9% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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