+100.5%
SIMO vs AHR
+26.3%
+74.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.6% | -12.2% | -8.5% |
| 7D | -16.9% | +9.5% | -26.3% | -13.7% |
| 30D | -35.4% | +11.7% | -47.1% | -32.3% |
| 3M | -31.9% | +4.0% | -35.9% | -29.7% |
| 6M | -19.3% | +13.5% | -32.9% | -16.4% |
| YTD | +98.5% | +21.6% | +76.9% | +102.0% |
| 1Y | +100.5% | +25.1% | +75.4% | +99.7% |
| All | +100.5% | +26.3% | +74.2% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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