-14.9%
SMCI vs ASX
+253.2%
-268.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -1.8% |
| 7D | -1.3% | +6.5% | -7.8% | -5.7% |
| 30D | +18.3% | +3.1% | +15.2% | +15.3% |
| 3M | +27.7% | +17.4% | +10.3% | +12.4% |
| 6M | +17.6% | +85.4% | -67.9% | -21.4% |
| YTD | +27.7% | +150.1% | -122.4% | -28.9% |
| 1Y | -14.9% | +256.3% | -271.2% | -62.0% |
| All | -14.9% | +253.2% | -268.0% | -62.0% |
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