+72.2%
SMTC vs RBA
-2.0%
+74.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.1% | -15.0% | -12.9% |
| 7D | -24.5% | +12.7% | -37.2% | -24.9% |
| 30D | -42.5% | +15.5% | -58.0% | -42.9% |
| 3M | -14.1% | -14.0% | 0.0% | -7.5% |
| 6M | +3.6% | -8.8% | +12.4% | +8.4% |
| YTD | +50.6% | -6.9% | +57.5% | +53.0% |
| 1Y | +72.2% | -3.0% | +75.2% | +74.5% |
| All | +72.2% | -2.0% | +74.2% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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