+4,419.4%
SMCI vs ASX
+2,383.9%
+2,035.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +6.8% | -0.7% | +7.5% | +7.1% |
| 30D | +30.6% | +2.0% | +28.6% | +29.3% |
| 3M | -15.6% | -1.3% | -14.3% | -14.7% |
| 6M | +21.3% | +71.4% | -50.2% | -3.7% |
| YTD | +35.3% | +135.3% | -100.1% | -7.3% |
| 1Y | -2.7% | +267.5% | -270.2% | -45.5% |
| 3Y | +40.3% | +388.5% | -348.2% | -26.2% |
| 5Y | +941.8% | +417.1% | +524.7% | +429.6% |
| 10Y | +1,687.4% | +872.7% | +814.6% | +592.0% |
| All | +4,419.4% | +2,383.9% | +2,035.5% | +920.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling