-99.9%
AMIX vs SPMO
+97.2%
-197.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +3.7% | -23.7% | -25.1% |
| 7D | -8.1% | +1.8% | -9.9% | -11.8% |
| 30D | -52.3% | -10.0% | -42.3% | -45.0% |
| 3M | -83.8% | -9.4% | -74.4% | -81.7% |
| 6M | -79.0% | -7.7% | -71.3% | -75.7% |
| YTD | -87.2% | +13.3% | -100.5% | -86.5% |
| 1Y | -91.7% | +12.7% | -104.4% | -91.2% |
| All | -99.9% | +97.2% | -197.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling