-71.4%
SMR vs AMIX
-80.5%
+9.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.5% |
| 7D | +4.4% | -13.7% | +18.1% | +4.7% |
| 30D | +3.4% | -62.1% | +65.5% | +4.8% |
| 3M | -19.2% | -46.2% | +27.0% | -14.2% |
| 6M | -22.6% | -46.4% | +23.8% | -18.6% |
| YTD | -31.5% | -60.3% | +28.7% | -27.4% |
| All | -71.4% | -80.5% | +9.1% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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