+221.3%
SIMO vs AHR
+28.2%
+193.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.4% |
| 7D | +12.5% | -3.0% | +15.6% | +11.9% |
| 30D | +18.4% | +2.6% | +15.8% | +19.1% |
| 3M | +5.6% | +16.0% | -10.4% | +4.2% |
| 6M | +116.9% | +3.1% | +113.8% | +119.3% |
| YTD | +188.4% | +16.0% | +172.4% | +183.3% |
| 1Y | +221.3% | +28.0% | +193.3% | +197.9% |
| All | +221.3% | +28.2% | +193.1% | +197.9% |
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