-89.7%
AMIX vs SPMO
+9.0%
-98.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.2% | +9.0% | +9.3% |
| 7D | +11.4% | -2.6% | +14.1% | +18.4% |
| 30D | -40.5% | -14.2% | -26.3% | -10.4% |
| 3M | -80.1% | -12.7% | -67.4% | -72.5% |
| 6M | -74.8% | -9.6% | -65.3% | -63.4% |
| YTD | -84.0% | +9.3% | -93.3% | -79.1% |
| 1Y | -89.7% | +8.2% | -98.0% | -86.6% |
| All | -89.7% | +9.0% | -98.7% | -86.6% |
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