-73.1%
SMR vs ASX
+272.9%
-346.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +4.4% | -0.7% | +5.1% | +4.9% |
| 30D | +3.4% | +2.0% | +1.4% | +1.7% |
| 3M | -19.2% | -1.3% | -17.8% | -21.2% |
| 6M | -22.6% | +71.4% | -94.1% | -52.9% |
| YTD | -31.5% | +135.3% | -166.9% | -70.2% |
| 1Y | -73.1% | +267.5% | -340.6% | -89.8% |
| All | -73.1% | +272.9% | -346.0% | -89.8% |
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 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