-85.6%
SMR vs ASX
+144.4%
-230.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.9% | -0.5% | -1.7% |
| 7D | -9.5% | -14.6% | +5.1% | +0.7% |
| 30D | -33.2% | -21.1% | -12.1% | -22.1% |
| 3M | -45.9% | -3.1% | -42.9% | -46.7% |
| 6M | -57.9% | +17.4% | -75.3% | -66.6% |
| YTD | -63.8% | +135.3% | -199.1% | -88.8% |
| 1Y | -85.6% | +146.5% | -232.1% | -95.9% |
| All | -85.6% | +144.4% | -230.0% | -95.9% |
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 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