-81.4%
SMR vs ASX
+142.3%
-223.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -4.0% | -3.8% | -5.0% |
| 7D | +10.3% | +22.1% | -11.8% | -3.9% |
| 30D | -25.7% | -23.8% | -2.0% | -12.1% |
| 3M | -49.7% | -7.6% | -42.1% | -49.0% |
| 6M | -59.8% | +6.9% | -66.8% | -65.6% |
| YTD | -66.0% | +127.7% | -193.7% | -88.0% |
| 1Y | -81.4% | +144.5% | -226.0% | -94.0% |
| All | -81.4% | +142.3% | -223.7% | -94.0% |
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