+96.2%
SMH vs KIM
+10.4%
+85.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +2.5% | +0.4% | +2.1% | +2.7% |
| 30D | -0.5% | -4.0% | +3.5% | -1.6% |
| 3M | -9.6% | +0.5% | -10.2% | -10.4% |
| 6M | +42.1% | +3.6% | +38.5% | +40.4% |
| YTD | +57.4% | +20.4% | +37.0% | +60.1% |
| 1Y | +96.2% | +9.7% | +86.5% | +103.7% |
| All | +96.2% | +10.4% | +85.8% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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