+921.6%
SMCI vs ASX
+440.6%
+481.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -1.4% |
| 7D | -1.3% | +6.5% | -7.8% | -6.4% |
| 30D | +18.3% | +3.1% | +15.2% | +14.8% |
| 3M | +27.7% | +17.4% | +10.3% | +9.7% |
| 6M | +17.6% | +85.4% | -67.9% | -30.3% |
| YTD | +27.7% | +150.1% | -122.4% | -42.4% |
| 1Y | -14.9% | +256.3% | -271.2% | -72.0% |
| 3Y | +33.2% | +446.9% | -413.7% | -67.2% |
| 5Y | +921.6% | +447.1% | +474.5% | +130.8% |
| All | +921.6% | +440.6% | +481.0% | +130.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling