-91.6%
AMIX vs SPMO
+11.0%
-102.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -0.7% |
| 7D | -25.1% | -8.9% | -16.2% | -2.7% |
| 30D | -54.5% | -13.8% | -40.7% | -31.4% |
| 3M | -91.7% | -12.5% | -79.2% | -88.3% |
| 6M | -79.4% | -1.5% | -78.0% | -72.1% |
| YTD | -86.1% | +11.3% | -97.4% | -82.5% |
| 1Y | -91.6% | +11.5% | -103.0% | -89.4% |
| All | -91.6% | +11.0% | -102.5% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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