-98.7%
AMC vs JBL
+1,127.6%
-1,226.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.8% | +2.3% |
| 7D | +5.5% | -8.1% | +13.5% | +9.6% |
| 30D | +16.1% | -18.4% | +34.5% | +27.0% |
| 3M | +43.0% | -25.8% | +68.7% | +61.5% |
| 6M | +130.7% | -29.6% | +160.3% | +161.4% |
| YTD | +121.8% | +9.6% | +112.2% | +100.0% |
| 1Y | +40.7% | +14.1% | +26.6% | +24.1% |
| 3Y | -56.8% | +95.9% | -152.7% | -73.4% |
| 5Y | -99.1% | +298.3% | -397.4% | -99.6% |
| 10Y | -98.7% | +1,150.1% | -1,248.7% | -99.7% |
| All | -98.7% | +1,127.6% | -1,226.3% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling