-91.6%
AMIX vs SIMO
+94.5%
-186.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -9.6% | +6.6% | +0.1% |
| 7D | -25.1% | -16.9% | -8.2% | -20.5% |
| 30D | -54.5% | -35.4% | -19.1% | -48.0% |
| 3M | -91.7% | -31.9% | -59.9% | -90.8% |
| 6M | -79.4% | -19.3% | -60.1% | -75.6% |
| YTD | -86.1% | +98.5% | -184.5% | -81.2% |
| 1Y | -91.6% | +100.5% | -192.1% | -88.7% |
| All | -91.6% | +94.5% | -186.0% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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