-2.7%
SMCI vs ASX
+272.9%
-275.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +6.8% | -0.7% | +7.5% | +7.2% |
| 30D | +30.6% | +2.0% | +28.6% | +28.6% |
| 3M | -15.6% | -1.3% | -14.3% | -15.9% |
| 6M | +21.3% | +71.4% | -50.2% | -10.8% |
| YTD | +35.3% | +135.3% | -100.1% | -13.8% |
| 1Y | -2.7% | +267.5% | -270.2% | -43.1% |
| All | -2.7% | +272.9% | -275.6% | -43.1% |
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