-16.0%
SMCI vs ASX
+2.6%
-18.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.9% |
| 7D | -6.6% | +12.4% | -19.0% | -13.5% |
| 30D | -24.9% | -19.8% | -5.1% | -14.3% |
| 3M | -31.4% | -10.3% | -21.1% | -28.5% |
| 6M | -16.0% | +1.2% | -17.3% | -22.1% |
| All | -16.0% | +2.6% | -18.6% | -22.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling