+99.0%
SIMO vs AMP
+12.5%
+86.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -5.4% |
| 7D | +4.1% | +3.9% | +0.2% | +4.7% |
| 30D | -24.0% | +5.1% | -29.1% | -22.9% |
| 3M | -31.8% | -8.7% | -23.1% | -31.7% |
| 6M | -36.9% | +11.4% | -48.3% | -36.6% |
| YTD | +84.8% | +7.3% | +77.5% | +86.5% |
| 1Y | +99.0% | +14.6% | +84.4% | +90.9% |
| All | +99.0% | +12.5% | +86.5% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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