+40.4%
SMCI vs ASX
+471.1%
-430.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.5% | -6.8% | -6.4% |
| 7D | +5.2% | +11.1% | -5.9% | -4.5% |
| 30D | +23.7% | +9.6% | +14.1% | +13.3% |
| 3M | -4.2% | +18.6% | -22.8% | -20.0% |
| 6M | +21.7% | +92.1% | -70.4% | -36.6% |
| YTD | +33.0% | +158.5% | -125.5% | -50.2% |
| 1Y | -9.3% | +271.9% | -281.2% | -77.5% |
| All | +40.4% | +471.1% | -430.7% | -79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling