-99.0%
AMC vs JBL
+1,478.7%
-1,577.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -2.8% |
| 7D | -7.1% | -1.0% | -6.1% | -6.6% |
| 30D | -1.7% | -15.1% | +13.4% | +5.4% |
| 3M | +13.5% | -14.0% | +27.5% | +18.8% |
| 6M | +112.6% | +20.6% | +92.0% | +87.4% |
| YTD | +51.3% | +32.9% | +18.4% | +26.1% |
| 1Y | -14.5% | +40.5% | -55.0% | -31.4% |
| 3Y | -67.1% | +183.7% | -250.9% | -83.2% |
| 5Y | -99.5% | +388.3% | -487.9% | -99.8% |
| All | -99.0% | +1,478.7% | -1,577.7% | -99.8% |
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