-79.7%
AMIX vs SPMO
+29.9%
-109.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -6.5% |
| 7D | -13.7% | +2.0% | -15.7% | -18.9% |
| 30D | -62.1% | -0.4% | -61.7% | -62.7% |
| 3M | -46.2% | -1.9% | -44.3% | -43.9% |
| 6M | -46.4% | +25.0% | -71.5% | -53.2% |
| YTD | -60.3% | +26.0% | -86.3% | -65.9% |
| 1Y | -79.7% | +28.7% | -108.3% | -80.1% |
| All | -79.7% | +29.9% | -109.6% | -80.1% |
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