+43.4%
SMH vs KEY
+29.6%
+13.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.3% | -3.2% |
| 7D | -11.2% | +1.7% | -12.8% | -11.6% |
| 30D | -20.4% | +6.8% | -27.2% | -22.3% |
| 3M | -12.4% | -5.8% | -6.6% | -10.3% |
| 6M | -0.5% | +1.4% | -1.9% | -1.3% |
| YTD | +40.0% | +7.5% | +32.5% | +33.6% |
| 1Y | +43.4% | +29.6% | +13.8% | +30.5% |
| All | +43.4% | +29.6% | +13.8% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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