+114.1%
AS vs SIRI
-38.5%
+152.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.2% | -2.7% |
| 7D | -2.6% | +4.3% | -6.9% | -3.6% |
| 30D | -22.1% | -2.8% | -19.3% | -21.7% |
| 3M | -15.3% | +5.9% | -21.2% | -16.4% |
| 6M | -15.6% | +31.9% | -47.5% | -20.4% |
| YTD | -23.2% | +48.7% | -71.8% | -29.6% |
| 1Y | -21.7% | +23.2% | -44.9% | -25.4% |
| All | +114.1% | -38.5% | +152.6% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling