-99.9%
AMIX vs SIMO
+169.4%
-269.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -14.4% | +8.8% | -1.4% |
| 7D | -25.5% | -31.4% | +5.9% | -17.0% |
| 30D | -56.2% | -45.2% | -11.0% | -48.3% |
| 3M | -87.4% | -36.5% | -50.9% | -86.1% |
| 6M | -80.9% | -34.2% | -46.7% | -77.7% |
| YTD | -86.8% | +69.9% | -156.8% | -85.9% |
| 1Y | -91.3% | +60.4% | -151.7% | -90.6% |
| All | -99.9% | +169.4% | -269.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling