+99.0%
SIMO vs AHR
+23.3%
+75.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -6.2% |
| 7D | +4.1% | -0.2% | +4.3% | +4.0% |
| 30D | -24.0% | +10.2% | -34.2% | -20.7% |
| 3M | -31.8% | +8.3% | -40.1% | -28.8% |
| 6M | -36.9% | +13.0% | -49.9% | -33.3% |
| YTD | +84.8% | +24.6% | +60.2% | +90.3% |
| 1Y | +99.0% | +22.2% | +76.8% | +105.6% |
| All | +99.0% | +23.3% | +75.7% | +105.6% |
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