+109.1%
AMDL vs JAAA
+4.8%
+104.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -30.7% | +0.2% | -30.9% | -33.8% |
| 30D | -43.8% | +0.4% | -44.2% | -50.5% |
| 3M | -24.5% | +1.2% | -25.7% | -46.6% |
| 6M | +44.7% | +2.3% | +42.3% | -29.2% |
| YTD | +204.0% | +3.9% | +200.1% | +0.4% |
| 1Y | +109.1% | +4.8% | +104.3% | -40.8% |
| All | +109.1% | +4.8% | +104.3% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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