+1,643.5%
SMCI vs ASX
+974.7%
+668.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -2.0% |
| 7D | -1.3% | +6.5% | -7.8% | -5.2% |
| 30D | +18.3% | +3.1% | +15.2% | +15.7% |
| 3M | +27.7% | +17.4% | +10.3% | +14.9% |
| 6M | +17.6% | +85.4% | -67.9% | -18.7% |
| YTD | +27.7% | +150.1% | -122.4% | -27.1% |
| 1Y | -14.9% | +256.3% | -271.2% | -60.9% |
| 3Y | +33.2% | +446.9% | -413.7% | -48.7% |
| 5Y | +921.6% | +447.1% | +474.5% | +281.4% |
| All | +1,643.5% | +974.7% | +668.8% | +381.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling