+345.1%
SIMO vs AHR
+357.7%
-12.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.2% |
| 7D | +14.5% | -4.3% | +18.9% | +15.0% |
| 30D | +20.4% | -3.1% | +23.5% | +20.7% |
| 3M | +7.1% | +15.7% | -8.5% | +3.3% |
| 6M | +129.2% | +4.1% | +125.2% | +126.1% |
| YTD | +201.9% | +15.4% | +186.5% | +189.5% |
| 1Y | +235.5% | +28.0% | +207.5% | +211.9% |
| All | +345.1% | +357.7% | -12.6% | +242.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling