+11,477.5%
AMD vs JCI
+2,331.5%
+9,145.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +3.9% |
| 7D | +2.6% | +3.8% | -1.3% | +1.0% |
| 30D | -0.9% | -5.7% | +4.7% | +1.5% |
| 3M | -8.7% | -1.4% | -7.3% | -7.5% |
| 6M | +136.3% | +4.1% | +132.2% | +134.6% |
| YTD | +123.0% | +21.7% | +101.3% | +107.2% |
| 1Y | +195.2% | +36.1% | +159.0% | +162.9% |
| 3Y | +336.3% | +154.4% | +181.9% | +204.1% |
| 5Y | +334.5% | +112.0% | +222.4% | +227.2% |
| 10Y | +6,259.1% | +322.2% | +5,936.9% | +3,504.5% |
| All | +11,477.5% | +2,331.5% | +9,145.9% | +2,798.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 all: compounded portfolio wealth divided by compounded JCI 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…
all analysis · Full analysis span regression · 6 months rolling