-48.1%
SMR vs ASX
+503.9%
-552.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.3% | -7.3% | -6.2% |
| 7D | -2.8% | -9.1% | +6.3% | +3.1% |
| 30D | -27.5% | -23.6% | -3.9% | -15.2% |
| 3M | -43.1% | -5.6% | -37.5% | -42.4% |
| 6M | -58.4% | +4.7% | -63.1% | -61.4% |
| YTD | -63.2% | +122.6% | -185.8% | -79.3% |
| 1Y | -81.6% | +133.0% | -214.6% | -89.9% |
| 3Y | +149.8% | +367.1% | -217.4% | -0.3% |
| All | -48.1% | +503.9% | -552.0% | -80.9% |
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 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