-37.6%
SMCI vs ASX
+144.4%
-182.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.9% | -1.8% | -3.0% |
| 7D | -17.3% | -14.6% | -2.7% | -8.2% |
| 30D | -31.5% | -21.1% | -10.4% | -19.9% |
| 3M | -6.6% | -3.1% | -3.5% | -6.2% |
| 6M | +6.0% | +17.4% | -11.4% | -9.3% |
| YTD | +1.1% | +135.3% | -134.2% | -44.0% |
| 1Y | -37.6% | +146.5% | -184.1% | -66.8% |
| All | -37.6% | +144.4% | -182.0% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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