-92.4%
AMIX vs SIMO
+92.3%
-184.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.3% | -6.2% | -7.7% |
| 7D | -10.9% | +14.9% | -25.7% | -15.5% |
| 30D | -55.0% | -27.0% | -28.0% | -50.8% |
| 3M | -82.0% | -25.4% | -56.6% | -81.0% |
| 6M | -80.4% | -30.3% | -50.2% | -77.1% |
| YTD | -88.3% | +95.8% | -184.1% | -84.8% |
| 1Y | -92.4% | +100.0% | -192.4% | -90.2% |
| All | -92.4% | +92.3% | -184.7% | -90.2% |
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