+1,876.8%
SMH vs KEY
+167.1%
+1,709.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +4.3% | -0.3% | +4.6% | +4.4% |
| 30D | +0.9% | -3.3% | +4.1% | +2.0% |
| 3M | -2.8% | -0.7% | -2.1% | -2.7% |
| 6M | +45.6% | +12.5% | +33.1% | +39.5% |
| YTD | +59.5% | +8.4% | +51.1% | +54.5% |
| 1Y | +93.4% | +18.4% | +75.0% | +81.2% |
| 3Y | +287.1% | +123.3% | +163.8% | +185.3% |
| 5Y | +338.0% | +38.8% | +299.2% | +267.6% |
| 10Y | +1,876.8% | +169.3% | +1,707.5% | +1,197.8% |
| All | +1,876.8% | +167.1% | +1,709.7% | +1,197.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling